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The Motley Fool
April 12, 2005
Shannon Zimmerman |
The Best Funds for Your IRA This year's contribution deadline is fast approaching. Don't wait until tax-filing day is upon you to make your IRA contribution decision, OK?   |
The Motley Fool
April 8, 2005
Dayana Yochim |
Party on Uncle Sam Instead of blowing your refund on April 16, plan a blowout retirement bash instead. Earning 10% average annual returns, last year's average tax refund -- $2,136 -- can grow to more than $25,000 in 25 years. |
Registered Rep.
April 1, 2005
Will Leitch |
IRAs and the IRS A recent clarification from the Internal Revenue Service could change the way clients fund their individual retirement accounts --- and may eventually cut into a rep's IRA-related fees. |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
CFO
April 1, 2005
Roy Harris |
Make It Automatic To boost retirement savings, future plans may turn every step from enrollment to rollover into a ''default'' choice for employees. |
CFO
April 1, 2005
Marie Leone |
Gaining Currency? Currency is being billed as a source of higher returns for corporate pension plans. But sponsors remain skeptical. |
Financial Planning
April 1, 2005
Neil A. O'Hara |
2010: What You'll Be Selling When the baby boomers start to reach retirement age, they will switch from accumulating assets to living off their capital. That change will force boomers to reassess their financial positions and presents a big opportunity to the planning industry. |
Financial Planning
April 1, 2005
Len Reinhart |
A Work in Progress Privatizing Social Security is part of a 25-year experiment to shift the funding of retirement from the government and the corporate sector to the individual. |
Financial Planning
April 1, 2005
Donald Jay Korn |
The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers. |
Financial Planning
April 1, 2005
John A. Nersesian |
Exit Strategy Here's how financial advisers can help clients who are departing employees with employer stock in qualified plans and may want to take a smaller tax bite now rather than a bigger one later. |
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