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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
Financial Planning
January 1, 2007
Ed Slott
Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business. mark for My Articles similar articles
BusinessWeek
January 15, 2007
Lynn O'Shaughnessy
Dear IRS, Please Help A "private letter ruling" by the agency can provide a way out of tax goofs, like using an estate instead of an individual as an IRA beneficiary. 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
Financial Planning
July 1, 2005
Ed Slott
IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains. mark for My Articles similar articles
Financial Planning
November 1, 2009
Ed Slott
Giving It Back A new IRS ruling can help some taxpayers put unwanted required minimum distributions (RMDs) back. mark for My Articles similar articles
Financial Advisor
March 2007
Gregory Bresiger
Distribution Nightmare Ready to rollover a client's inherited nonspousal IRA? Look out, financial advisor! There's plenty of danger just around the corner, if one is not a tax specialist. mark for My Articles similar articles
Financial Planning
May 1, 2005
Ed Slott
A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse. mark for My Articles similar articles
Financial Planning
September 1, 2011
Ed Slott
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. mark for My Articles similar articles
Financial Planning
November 1, 2007
Ed Slott
Annual Physical The end of the year is a good time to check your clients' retirement accounts for mistakes that could cause headaches later on. mark for My Articles similar articles
Financial Planning
July 1, 2008
Ed Slott
Saving a Stretch In a recent private letter ruling, the IRS allowed an IRA beneficiary to take distributions over her lifetime, even though she neglected to take the first two years' required minimum distributions (RMDs) from the inherited IRA. mark for My Articles similar articles
Financial Planning
July 1, 2006
Ed Slott
NUA No-No's Do your clients have company stock in their 401(k)? The net unrealized appreciation option could save on taxes, assuming they don't make one of these five mistakes. mark for My Articles similar articles
The Motley Fool
January 30, 2008
Roy Lewis
Wash Sales and Your IRA Don't fall into a trap with your tax losses. A recent ruling shows that the IRS is paying close attention to wash-sale rules. mark for My Articles similar articles
Financial Planning
January 1, 2006
Ed Slott
Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
May 2006
Jennifer Pellet
New Set of Rules The IRS is helping and hindering small businesses with two new initiatives. mark for My Articles similar articles
Financial Planning
December 1, 2008
Donald Jay Korn
Tough Decisions Early retirees may be one of the groups hardest hit by the recent bear market. Before age 62, they can't collect Social Security, and if they're under age 591/2, they may have to draw down their IRAs, relying on 72(t) tax rules to avoid early withdrawal penalties. mark for My Articles similar articles
Financial Planning
July 1, 2009
Ed Slott
Rare Victory The U.S. Tax Court ruled recently that a 72(t) payment plan was not modified when the IRA holder took an additional distribution for education. This decision may give IRA owners some much-needed flexibility if they need more funds for certain purposes. mark for My Articles similar articles
Financial Planning
March 1, 2012
Ed Slott
Skirting an IRA Pitfall Because of an agreement they signed with their brokers, some IRA owners may unknowingly be vulnerable to having their whole account taxed. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2007
Daniel Cordoba
Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender. 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
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
The Motley Fool
August 23, 2006
Dan Caplinger
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. mark for My Articles similar articles
Financial Planning
May 1, 2008
Donald Jay Korn
Out of the Penalty Box Lots of forty- and fiftysomething retirees want to milk their IRAs before age 59 1/2 -- and naturally, they'd like to do it penalty-free. How can retirees manage this feat? There is a way. mark for My Articles similar articles
The Motley Fool
May 4, 2007
John Rosevear
Waiter, There's a Hedge Fund in My IRA! Should you hold real estate or hedge funds in your IRA? mark for My Articles similar articles
Investment Advisor
September 2006
Vicky Schroebel
The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs. mark for My Articles similar articles
Financial Planning
January 5, 2008
Ed Slott
Flip-Flop The IRS says firms must allow non-spouse beneficiaries to transfer retirement plan funds directly to an inherited IRA. Advisors should be aware that this change in the IRS's position is certainly not a reason to leave money in an employer plan. mark for My Articles similar articles
The Motley Fool
December 21, 2004
Selena Maranjian
Fed Up With Brokerage Fees? Are you being charged unnecessary fees on your retirement account? You can do better. mark for My Articles similar articles
Financial Advisor
April 2005
Frontline News 529 Plans Could Face New Restrictions... View Boomers As Four Separate Groups, Oppenheimer Says... Teslik Discusses CFP Board Changes... New Challenges For Pension Funds... NFP Acquires Highland Capital... etc. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Kevin McKinley
Doing the Family a Favor When you suggest to your recently retired clients that they consider moving money from an IRA to a Roth IRA, you may not want to highlight the fact that this year's check to the IRS is going to be a bit bigger than expected. mark for My Articles similar articles
Registered Rep.
January 1, 2003
Kevin McKinley
Putting On Heirs In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, "When you die, who will get your money?" mark for My Articles similar articles
The Motley Fool
April 13, 2010
Selena Maranjian
The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules. 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 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
Financial Planning
May 1, 2008
Ed Slott
Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware of. 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 2, 2007
Roy Lewis
Borrow From Your IRA! It's a simple way to get your hands on a considerable amount of money without having to fill out a bunch of forms or pay any additional loan fees or other expenses, and you don't have to pay interest on the loan during that 60-day period. 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
Financial Planning
May 1, 2006
Ed Slott
Prohibition Laws Before you let your clients buy exotic investments for their IRAs, make sure they know what transactions could put their retirement accounts at risk. mark for My Articles similar articles
Financial Planning
March 1, 2008
Ed Slott
Rollover Confusion What's the current rule on non-spouse rollovers from company plans under the Pension Protection Act of 2006? Do company plans have to allow this or not? Read on for the confusing rules regarding this. mark for My Articles similar articles
The Motley Fool
April 5, 2007
Mary Dalrymple
Help! I Owe Taxes! Don't panic if your expected tax refund turns out to be a tax bill. Resist the urge to stick your head in the sand and hope the IRS will just go away. It won't, and avoiding the problem will only make it worse. mark for My Articles similar articles
Financial Planning
September 1, 2009
Donald Jay Korn
Roth Revolution Starting in 2010, anyone can convert a traditional IRA to a Roth IRA, regardless of income. mark for My Articles similar articles
The Motley Fool
February 17, 2006
Roy Lewis
Unforeseen Circumstances: Taxpayers' Friend? Here's how some IRS private letter rulings regarding the home sale tax deduction might help you exclude part of your home-sale gain. mark for My Articles similar articles
Financial Planning
November 1, 2008
Ed Slott
Are IRAs Safe? The good news: Retirement accounts are federally insured up to $250,000 per bank. Congress raised the limit from $100,000 in 2006. 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
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
Financial Advisor
November 2007
Thomas J. Murphy
Ready To Roll (Over) With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for. mark for My Articles similar articles
The Motley Fool
September 24, 2004
Roy Lewis
Taxes on Your IRA? Certain investments could produce income that is subject to tax. mark for My Articles similar articles
CFO
October 1, 2006
Lori Calabro
A Chance to Direct Self-directed IRAs offer a wide range of investments -- and an even wider list of rules. mark for My Articles similar articles
The Motley Fool
August 20, 2004
Roy Lewis
Deduct IRA Losses? In Some Cases If the market has made a dent in your retirement account, there are instances when you may deduct the losses. mark for My Articles similar articles