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Financial Planning
November 1, 2005
Ed Slott
IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times. mark for My Articles similar articles
The Motley Fool
March 5, 2010
Dan Caplinger
This Could Save You From Financial Disaster It's not just about retirement. Tax-favored retirement accounts like IRAs and 401(k) plans come with a host of benefits. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Kevin McKinley
Roth To The Rescue A Roth IRA can substantially reduce a retiree's tax bill. Here are three reasons people nearing retirement should put money into their Roth IRAs right now. mark for My Articles similar articles
The Motley Fool
April 13, 2006
Robert Brokamp
Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement. mark for My Articles similar articles
The Motley Fool
January 28, 2005
Roy Lewis
What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs. mark for My Articles similar articles
The Motley Fool
January 12, 2009
Dan Caplinger
4 Reasons Your IRA Will Make or Break You Whether you think about it just once a year or follow it every day, your IRA gives you several investing advantages you won't find in your other accounts. mark for My Articles similar articles
The Motley Fool
May 17, 2004
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. mark for My Articles similar articles
The Motley Fool
August 4, 2006
Roy Lewis
The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA! mark for My Articles similar articles
The Motley Fool
April 13, 2011
Dan Caplinger
Get the Most From Your IRA You know you need one. Here's what to do with it. mark for My Articles similar articles
Financial Planning
March 1, 2005
Ed Slott
The IRA Imbroglio Most advisers haven't kept current on rules governing retirement distributions. Here are some for-instances. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2007
Joan Owens
IRA Investments Real estate transactions in IRAs are very detailed. However, well-informed investors looking to diversify their IRAs may find that investing in commercial real estate is a viable option. mark for My Articles similar articles
The Motley Fool
January 16, 2007
Mary Dalrymple
Fall in Love With IRA Meet the account that will become your best friend in retirement. mark for My Articles similar articles
Registered Rep.
December 24, 2014
Kevin McKinley
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. mark for My Articles similar articles
The Motley Fool
April 20, 2009
Dan Caplinger
The Best Wealth-Maker for the Next 35 Years For 35 years, IRAs have helped in the quest for a secure retirement. Use them well, and they'll become an important part of your overall financial plan. mark for My Articles similar articles
The Motley Fool
March 10, 2006
Selena Maranjian
Why Roth IRAs Beat 401(k)s Tax-free and far more flexible, Roth IRAs are often a better choice for long-term savings. mark for My Articles similar articles
The Motley Fool
October 31, 2006
Dan Caplinger
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. mark for My Articles similar articles
The Motley Fool
August 18, 2006
Selena Maranjian
A Roth IRA Loophole It's not so bad to be rich anymore. There's a new loophole wealthier savers may be able to take advantage of. mark for My Articles similar articles
Financial Planning
September 1, 2007
Ed Slott
The Final Word Once you have invested in Roth 401(k)s, how do you get the money out or roll it into a Roth IRA? When will distributions be qualified and tax-free? mark for My Articles similar articles
Financial Planning
October 1, 2011
Donald Jay Korn
Age Is Just a Number Clients must withdraw at least certain amounts from their retirement accounts when they reach the age specified under the tax code. Those trying to skip complying face a 50% penalty on any shortfall. mark for My Articles similar articles
Registered Rep.
May 21, 2015
Kevin McKinley
Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client. mark for My Articles similar articles
The Motley Fool
January 26, 2006
Dayana Yochim
Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job? mark for My Articles similar articles
The Motley Fool
February 16, 2010
Dan Caplinger
This Huge Opportunity Ends Soon Don't wait or you'll miss out. All it takes is $5,000 to fully fund your IRA -- and by doing so, you'll get yourself further down the path toward a prosperous retirement. mark for My Articles similar articles
The Motley Fool
January 6, 2004
Robert Brokamp
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. mark for My Articles similar articles
The Motley Fool
January 26, 2009
Dan Caplinger
Nondeductible IRAs: Worth the Hassle? Why lock up your money without a good benefit? For high-income individuals who are covered by a retirement plan at work there's a type of IRA that you don't hear much about. mark for My Articles similar articles
Registered Rep.
April 16, 2014
Kevin McKinley
RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point. mark for My Articles similar articles
The Motley Fool
June 23, 2006
Dan Caplinger
Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from. mark for My Articles similar articles
Financial Planning
January 1, 2005
Ed Slott
Exceptional Flexibility New 72(t) rulings can help your financial advisory clients tap their retirement funds early-penalty-free. mark for My Articles similar articles
Investment Advisor
August 2007
Jaime J. Raskulinecz
The Tax-Free Investing Opportunity When all is said and done, what makes the Roth IRA such a wonderful wealth accumulation device is not just the tax-free nature of accumulation and distributions. It has the potential to add additional decades of tax-free investing beyond what is offered by an ordinary IRA. mark for My Articles similar articles
The Motley Fool
May 4, 2006
Robert Brokamp
The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later? mark for My Articles similar articles
The Motley Fool
April 7, 2007
Elizabeth Brokamp
5 IRA Myths What you should know about your IRA but probably don't. Myth: You can't touch the money in your IRA until you are 59 1/2... Myth: Other than a company match, there's really no difference between an IRA and a 401(k)... etc. mark for My Articles similar articles
The Motley Fool
September 26, 2006
Selena Maranjian
Know Your IRAs You may know the bare basics: that an IRA can help you build a secure retirement. But if that's all you know, you may end up sending your $4,000 contribution for 2005 to the wrong IRA. mark for My Articles similar articles
The Motley Fool
July 15, 2009
Dayana Yochim
How to Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put. mark for My Articles similar articles
AskMen.com
Nick Kennedy
Hyman Roth On Roth IRAs With new rule changes coming in 2010, we examine if a Roth IRA still makes sense -- with quotes from the Godfather's Hyman Roth for guidance. mark for My Articles similar articles
Financial Advisor
September 2009
John Carl
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. mark for My Articles similar articles
The Motley Fool
February 26, 2009
Dan Caplinger
The Worst Move You Could Make Right Now Many investors have a strong investing plan to follow to ride out the recession -- and should be able to avoid ruining their future retirement prospects by dipping into IRAs. mark for My Articles similar articles
The Motley Fool
October 27, 2009
Dan Caplinger
3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet. mark for My Articles similar articles
The Motley Fool
March 8, 2007
Mary Dalrymple
Work for Yourself, Retire for Yourself Know your options for self-employed-retirement savings. mark for My Articles similar articles
The Motley Fool
April 9, 2008
Dan Caplinger
The Investment Opportunity You Can't Afford to Miss The Roth IRA celebrates 10 years of tax savings. But right now, you have only another week to take advantage of it for 2007 -- and the savings are too good to miss. mark for My Articles similar articles
The Motley Fool
January 20, 2009
Dan Caplinger
The Tough Call That Could Make You Rich With employer 401(k) plans, tax-deferred annuities, and more types of accounts with "IRA" in their names than you know what to do with you may have trouble deciding which type of retirement account will make the most difference in the long run. mark for My Articles similar articles
The Motley Fool
June 3, 2010
Nathan Alderman
What the Fool Is an IRA? Learn the basics of individual retirement accounts. mark for My Articles similar articles
The Motley Fool
July 20, 2009
Dan Caplinger
Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice. mark for My Articles similar articles
The Motley Fool
September 9, 2004
IRA Accounts 101 Are you making the most of this important retirement savings vehicle? mark for My Articles similar articles
The Motley Fool
March 10, 2005
Robert Brokamp
Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement. mark for My Articles similar articles
The Motley Fool
August 29, 2005
Dayana Yochim
Forgotten 401(k)s If you have money sitting in a former employer's retirement plan, consider taking control of that dough. Doing so gives you more investment options at a lower cost. mark for My Articles similar articles
The Motley Fool
April 14, 2007
Elizabeth Brokamp
Alternative Uses for IRAs They're not just for retirement anymore. In some cases, you can get your hands on your IRA money before age 59 1/2 and not pay a penalty. Pay for college... Pay for a house... etc. mark for My Articles similar articles
The Motley Fool
January 17, 2012
Dan Caplinger
5 Smart Stocks for Your IRA Get these companies into your retirement portfolio. mark for My Articles similar articles
The Motley Fool
December 2, 2009
Dan Caplinger
Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Kevin McKinley
Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement. mark for My Articles similar articles
Financial Planning
September 1, 2006
Ed Slott
IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years. mark for My Articles similar articles
Investment Advisor
October 2006
Susan Hartman
Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc. mark for My Articles similar articles