Suchergebnisse - "INDIVIDUAL retirement accounts"

The Individual Retirement Account at 50: A Powerful Savings Tool.

Autoren: Holden, Sarah A. sholden@ici.org

Quelle: Journal of Financial Service Professionals. Nov2025, Vol. 79 Issue 6, p40-54. 15p.

Schlagwörter: *INDIVIDUAL retirement accounts, *ROLLOVERS (Finance), *DISBURSEMENTS, *FINANCIAL planners, *RETIREMENT planning, *ASSET allocation

Geografische Kategorien: UNITED States

The Beneficent and Maleficent Effects of Simplification on Retirement Savings.

Autoren: Shah, Avni M Osborne, Matthew Lefkowitz, Jaclyn et al.

Quelle: Journal of Consumer Research. Aug2025, Vol. 52 Issue 2, p244-265. 22p.

Schlagwörter: *INDIVIDUAL retirement accounts, *INFORMATION sharing, *SAVINGS, *CONSUMER behavior, *PERSONAL finance, *INVESTMENT advisors, ECONOMIC aspects of decision making

Geografische Kategorien: MEXICO

CHOOSE THE RIGHT RETIREMENT DESTINATION FOR YOU.

Autoren: MITRA, MALLIKA (AUTHOR) feedback@kiplinger.com

Quelle: Kiplinger Personal Finance. Aug2025, Vol. 79 Issue 8, p50-55. 6p. 4 Color Photographs.

Schlagwörter: *INDIVIDUAL retirement accounts, *FINANCIAL literacy, *INHERITANCE & transfer tax, *ECONOMIC policy, *RETIREMENT income, *HOMEOWNERS insurance, *COMPUTER literacy, MEDICAL quality control

THE $29 TRILLION OPPORTUNITY.

Autoren: TUCKER, HANK KLEBNIKOV, SERGEI

Quelle: Forbes. Aug/Sep2025, Vol. 208 Issue 4, p88-96. 6p. 1 Color Photograph, 1 Black and White Photograph, 1 Chart, 1 Graph, 1 Cartoon or Caricature.

Schlagwörter: *PRIVATE equity, *INDIVIDUAL retirement accounts, *INVESTMENT policy, *401(K) plans, *ALTERNATIVE investments, *INVESTMENT products, *MANAGEMENT science

Firma/Körperschaft: BLACKSTONE Group LP BX, VANGUARD Group of Investment Cos.

Should the Government Be Paying Investment Fees on $3 Trillion of Tax-Deferred Retirement Assets?

Autoren: Landoni, Mattia Zeldes, Stephen P

Quelle: Review of Financial Studies. Apr2025, Vol. 38 Issue 4, p1014-1066. 53p.

Schlagwörter: *INDIVIDUAL retirement accounts, *INVESTMENT advisors' fees, *PENSION trusts, *ASSET management, TAX incentive policy, HOUSEHOLDS & economics

SET A COURSE FOR EARLY RETIREMENT.

Autoren: LANKFORD, KIMBERLY (AUTHOR) feedback@kiplinger.com

Quelle: Kiplinger Personal Finance. Mar2025, Vol. 79 Issue 3, p56-61. 6p. 3 Color Photographs.

Schlagwörter: *INDIVIDUAL retirement accounts, *ACCOUNTANTS, *HEALTH insurance policies, *EARNED income, *401(K) plans, *CAPITAL losses, *HEALTH insurance exchanges, HEALTH insurance premiums

The important role of intention and financial literacy in pension plan members' retirement savings behaviors during COVID-19.

Autoren: Lhaopadchan, Suntharee Gerrans, Paul Treepongkaruna, Sirimon

Quelle: International Journal of Bank Marketing. 2025, Vol. 43 Issue 6, p1295-1324. 30p.

Schlagwörter: *INDIVIDUAL retirement accounts, *COVID-19 pandemic, *PENSION trusts, *FINANCIAL literacy, PLANNED behavior theory, PERCEIVED control (Psychology)

Editor's Note.

Autoren: McNeil, Bruce J.

Quelle: Journal of Pension Planning & Compliance. Fall2025, Vol. 51 Issue 3, piii-xii. 10p.

Schlagwörter: *INDIVIDUAL retirement accounts, *TAXATION, *FORFEITURE, *INTERNAL revenue law, JUDGE-made law, APPELLATE courts, TAX court decisions

Firma/Körperschaft: UNITED States. Tax Court , UNITED States. Court of Appeals (6th Circuit) , UNITED States. Internal Revenue Service

YOUR QUESTIONS ABOUT QCDs.

Autoren: TAYLOR, JOY (AUTHOR) askkiplinger@futurenet.com

Quelle: Kiplinger Personal Finance. Nov2025, Vol. 79 Issue 11, p46-46. 1p.

Schlagwörter: *INDIVIDUAL retirement accounts, *CHARITABLE giving, *CHARITIES, *TAX exemption

ÉPARGNE RETRAITE, IMMOBILIER, ASSURANCE VIE… LES BONS PLANS DU MOMENT.

Autoren: PILLOUX, FRANÇOIS (AUTHOR)

Quelle: Ecoréseau Business. Nov2025, Issue 124, p74-80. 4p. 3 Color Photographs.

Schlagwörter: *INDIVIDUAL retirement accounts, *REAL property, *DISCOUNT prices, *LIFE insurance

Preparing for retirement: a decade-by-decade guide.

Quelle: Corporate Adviser (Online Edition). 10/15/2025, p1-4. 4p.

Schlagwörter: *INDIVIDUAL retirement accounts, *RETIREMENT age, *PENSIONS, *CAREER changes, STABILIZATION funds

Firma/Körperschaft: STANDARD Life Aberdeen PLC

Are Nonqualified Roth Distributions Terra Incognita?

Autoren: Harris, Mike A. Mike.Harris@cffp.edu

Quelle: Journal of Financial Service Professionals. Jul2024, Vol. 78 Issue 4, p43-52. 10p.

Schlagwörter: *INDIVIDUAL retirement accounts, *EMPLOYERS, *TAXATION

Editor's Note.

Autoren: McNeil, Bruce J.

Quelle: Journal of Pension Planning & Compliance. Winter2026, Vol. 51 Issue 4, piii-x. 8p.

Schlagwörter: *INDIVIDUAL retirement accounts, *TAX laws, *FORFEITURE, LEGAL judgments

Geografische Kategorien: UNITED States

Firma/Körperschaft: UNITED States. Internal Revenue Service , UNITED States. District Court (California: Central District)

MANAGING YOUR FINANCES AFTER THE LOSS OF A SPOUSE.

Autoren: BLOCK, SANDRA (AUTHOR) Sandra.Block@futurenet.com

Quelle: Kiplinger Personal Finance. Sep2024, Vol. 78 Issue 9, p52-56. 5p. 3 Color Photographs.

Schlagwörter: *INDIVIDUAL retirement accounts, *ASSETS (Accounting), *PERSONAL finance, *CAPITAL gains tax, SPOUSES, MEDICARE Part B

Tax-Smart Strategies for Account Withdrawals.

Autoren: BLOCK, SANDRA (AUTHOR) Sandra.Block@futurenet.com

Quelle: Kiplinger Personal Finance. Jul2024, Vol. 78 Issue 7, p92-95. 4p. 1 Color Photograph, 1 Chart, 1 Cartoon or Caricature.

Schlagwörter: *CAPITAL gains, *INDIVIDUAL retirement accounts, *ASSETS (Accounting), *INCOME tax, *CHARITABLE giving, *SOCIAL security taxes

Retirement tax shields: A cohort study of traditional and Roth accounts.

Autoren: Goodman, Lucas Meiselman, Ben S.

Quelle: Journal of Pension Economics & Finance. Jul2025, Vol. 24 Issue 3, p392-413. 22p.

Schlagwörter: *TAX benefits, *INDIVIDUAL retirement accounts, *RETIREES, *INCOME tax rates & tables, *RETIREMENT, COHORT analysis

Geografische Kategorien: UNITED States

Money-back guarantees in individual retirement accounts: Are they good policy?

Autoren: Horneff, Vanya Liebler, Daniel Maurer, Raimond et al.

Quelle: Journal of Pension Economics & Finance. Jul2025, Vol. 24 Issue 3, p371-391. 21p.

Schlagwörter: *INDIVIDUAL retirement accounts, *RETIREMENT policies, *RETIREMENT investments, *INVESTMENT risk, *COST

Geografische Kategorien: GERMANY

Delegated investment in retirement savings: is there value added?

Autoren: Huang, Tiancheng Khemka, Gaurav Chong, Wing Fung

Quelle: Annals of Actuarial Science. Jul2025, Vol. 19 Issue 2, p257-284. 28p.

Schlagwörter: *INDIVIDUAL retirement accounts, *CONSUMPTION (Economics), *PENSIONS, *RETIREMENT investments, *RETIREMENT planning, *INVESTMENT risk

An Application On Evaluation Of Fund Selection Criteria In The Individual Retirement System (IRS) With Multi-Criteria Decision-Making Methods.

Alternate Title: Çok Kriterli Karar Verme Yöntemleri İle Bireysel Emeklilik Sisteminde (BES) Fon Seçim Kriterlerinin Değerlendirilmesi Üzerine Bir Uygulama.

Autoren: AKPINAR, Huriye huriyeaakpinar@gmail.com

Quelle: Izmir Journal of Economics. tem-eyl2025, Vol. 40 Issue 3, p752-769. 18p.

Schlagwörter: *INDIVIDUAL retirement accounts, *FINANCIAL instruments, *FINANCIAL risk, *DECISION making in investments, *MULTIPLE criteria decision making, ANALYTIC hierarchy process

Empowering Indonesian Millennials: The Role of Financial Literacy, Goal Clarity, and Risk Tolerance in Retirement Savings.

Autoren: Alfando, Kefas Njo, Anastasia Yuliana, Oviliani Yenty

Quelle: Financial Planning Review. Sep2025, Vol. 8 Issue 3, p1-15. 15p.

Schlagwörter: *INDIVIDUAL retirement accounts, *FINANCIAL literacy, *EARLY retirement, *FINANCIAL risk, *RETIREMENT planning