Posts by Kathryn Coleman
IRS 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 MoreCommon Myths About Retirement Planning: Busted
Everyone has their idea of the perfect retirement. Whether you’re settling down in your dream home or traveling the world with your spouse or best friend, it will take some…
Read MoreSmart Investing: IRA Versus 401(k)
The two most common options for retirement plans are an employer-supported 401(k) and an individual retirement account (IRA). Both options are considered smart planning for the future but, when it…
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…
Read MoreRITA to Host Webinar on Digital Account Opening for Retirement Professionals, November 18, 2020
The Retirement Industry Trust Association (RITA) will host a webinar for retirement and other wealth management professionals on November 18, 2020 from 4:00pm to 5:00pm ET. The webinar, entitled “Onboarding New Accounts,” will…
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