Posts by Kathryn Coleman
Tips to Maximize Your Savings Near Retirement
The years preceding and following the moment you retire can dictate not only the quality of your golden years but also the likelihood you’ll have enough to last throughout retirement.…
Read MoreTax and Retirement Consequences of Biden’s 2023 Budget Proposal
As part of the Biden administration’s fiscal year 2023 budget proposal, aka the Green Book, for the Treasury Department, Janet Yellen testified before the Senate Finance Committee and the House Ways and…
Read MoreRITA to Host Retirement Industry Conference, “Mapping the Future of SDIRAs,” on April 24-25, 2023 in Washington, D.C.
The Retirement Industry Trust Association (RITA) will host its spring conference for self-directed retirement professionals from April 24-25, 2023 in Washington, D.C. The theme will be “Mapping the Future of…
Read MoreIRS Provides RMD Relief for 2021 and 2022, as Requested by RITA
We have good news for our industry! RITA’s Washington, DC legal team has been successful in appealing to the IRS to extend the RMD regulation deadlines. One of the issues…
Read MoreIRS Provides Addition Extension of Amendment Deadlines
As discussed below, in August, through Notice 2022-33, the Internal Revenue Service (IRS) announced extended plan and IRA amendment deadlines for: (1) The SECURE Act; (2) Section 104 of the…
Read MoreRITA Adds RITA Ally Membership Category
Retirement Industry Trust Association Adds a New Membership Opportunity to Serve More Companies in the Retirement Industry The Retirement Industry Trust Association (RITA) has introduced “RITA Ally,” a third membership…
Read MoreRITA to Host Virtual Retirement Industry Conference, “Growing Your Business in the SDIRA Industry,” on March 29-30, 2022
SARASOTA, Fla., Feb. 21, 2022 /PRNewswire/ — The Retirement Industry Trust Association (RITA) is hosting a virtual conference for self-directed retirement professionals. The conference, entitled “Growing Your Business in the SDIRA Industry,”…
Read MoreRITA Pushes Back Against Recent Proposals by Congress
Retirement Industry Trust Association pushes back against recent proposals by Congress that would prohibit IRAs from investing in most alternative assets and limit contributions The Retirement Industry Trust Association (RITA)…
Read MoreRetirement Industry Trust Association to Host Virtual Educational Conference About the Self-directed IRA Industry November 4-5, 2021
The Retirement Industry Trust Association (RITA) will host a virtual educational conference over Zoom titled “Embracing Change: Virtual RITA Fall Conference 2021” from noon Nov. 4 to 5:30 p.m. Nov.…
Read MoreRITA Thanks President Tom Anderson for 10 Years of Service, Welcomes President Richard Immesberger and New Board Members
The Retirement Industry Trust Association (RITA) announced this year that their President, Tom Anderson, would be retiring after over a decade of service. Member elections confirmed Richard Immesberger as the…
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