Posts by Madeline.Johnson
RITA to Host Retirement Industry Conference, “Spring Into the Future with SDIRAs,” April 29-30, 2024 in Washington, D.C.
RITA’s self-directed IRA conference “Spring Into the Future with SDIRAs” is happening April 29-30, 2024 in Washington, D.C. The Retirement Industry Trust Association (RITA) will host its spring conference for…
Read MoreTips for Seniors to Avoid Financial Scams
Remember, scammers are constantly evolving their tactics, so staying informed and vigilant is crucial to avoiding financial scams while protecting your finances and personal information. 1. Avoid Suspicious Links Don’t…
Read MoreRITA to Host Retirement Industry Conference, “Winning with Self-Directed IRAs,” on November 6-7, 2023 in Las Vegas, NV
RITA’s self-directed IRA conference “Winning with Self-Directed IRAs” is happening November 6-7, 2023 in Las Vegas, NV. The Retirement Industry Trust Association (RITA) will host its fall conference for self-directed…
Read MoreRequired Minimum Distribution (RMD) Rules After SECURE 2.0
Retirement plan accounts (other than Roth accounts, that is) are tax deferred, but not forever. At a certain age, every retirement plan owner or participant must begin to receive annual…
Read MoreSECURE 2.0 Offers a Powerful Retirement Income Planning Opportunity
In this article, the authors examine a little-known provision in the recently enacted SECURE 2.0 retirement legislation concerning the required minimum distribution rules and explain how it can help taxpayers.…
Read MoreIRS Gives Extra Time to Fix RMDs Made Erroneously Under SECURE 2.0
The Internal Revenue Service and the Department of the Treasury have issued a notice that provides leniency regarding mistaken required minimum distribution payouts from retirement plans under new SECURE 2.0…
Read MoreRoth IRAs: What They Are and How They Work
A Roth IRA is a type of individual retirement account that allows workers to save money for retirement using after-tax dollars. This means taxes are paid on the contributions before…
Read MoreRITA Thanks Former President Rich Immesberger for Service, Welcomes President Barbara Van Zomeren and New Board Members
The Retirement Industry Trust Association (RITA) thanks former RITA President Rich Immesberger for his dedicated service to the organization over the last two years. Member elections confirmed Barbara Van Zomeren…
Read MoreRITA to Host Retirement Industry Conference, “All Together Again with Self-Directed IRAs” on November 2-4, 2022 in Washington, D.C.
The Retirement Industry Trust Association (RITA) will host its first in-person conference since 2019, celebrating togetherness with the theme “All Together Again with Self-Directed IRAs.” The conference is geared toward…
Read MoreRetirement Industry Trust Association to Host Virtual IRA Advanced Institute, September 12-16, 2022
RITA will host its virtual Fall IRA Advanced Institute for retirement and other wealth management professionals from September 12-16, 2022. The Retirement Industry Trust Association (RITA) will host its Fall…
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