| Similar Articles |
 |
Financial Planning November 1, 2011 Ed Slott |
When a Disability Isn't Disabling The tax code generally assesses a 10% penalty on distributions from qualified plans, including IRAs, before age 59 1/2. But as many advisors and even many clients know, there are a number of exceptions to this rule.  |
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.  |
The Motley Fool July 22, 2005 Roy Lewis |
Get Smart About Education Deductions Reimbursing education costs with an IRA distribution? Be specific, or pay the price.  |
American Family Physician November 1, 2001 Bruce A. Barron |
Disability Certifications in Adult Workers: A Practical Approach Strategies that help the physician complete disability certification forms effectively...  |
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.  |
The Motley Fool September 15, 2004 |
"Disabled" May Not Mean What You Think In the disability insurance field, the term can cover anything from broken legs to brain injuries.  |
Entrepreneur April 2006 Jennifer Pellet |
Cash Out You may be able to take money from your IRA, penalty-free.  |
The Motley Fool May 23, 2006 |
Is Disability Insurance for You? Disability insurance is expensive for a reason -- there's a good chance you'll need it.  |
The Motley Fool February 6, 2007 Dan Caplinger |
Dealing With a Disability You hope it won't happen to you, but if it does, be prepared. Private insurance isn't the only way in which disabled people can obtain the means to support themselves.  |
The Motley Fool July 8, 2004 |
Don't Forget Disability Insurance Disability insurance is expensive because there's a good chance you'll need it one day.  |
The Motley Fool November 28, 2005 |
Defining the Term "Disabled" Disability insurance is pricey because there's a good chance you'll need it. It is a dangerous thing to ignore.  |
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.  |
The Motley Fool August 3, 2004 |
Ruptured Appendix? Torn ACL? How good is your disability insurance policy?  |
The Motley Fool October 25, 2004 |
Do You Need Disability Insurance? There's a good chance you'll become disabled for a while. Are you protected?  |
The Motley Fool March 28, 2005 |
What Happens If You Can't Work? Know what to look for in disability insurance.  |
The Motley Fool June 28, 2006 |
"Disabled" May Not Mean What You Think Even pregnancy and recovery from it can qualify as disabilities in some insurance plans.  |
The Motley Fool August 18, 2006 Roy Lewis |
The Latest in Tax Laws Find out what new legislation means for your tax bill. Saver's credit made permanent... Non-spouse beneficiaries... etc.  |
Commercial Investment Real Estate Sep/Oct 2013 Mark Lee Levine |
Deduction Denied Good intentions do not replace a qualified appraisal. Recently the U.S. Tax Court determined that a taxpayer and his spouse, after making almost $20 million worth of charitable real estate gifts to qualified charitable recipients, could not take the $18.5 million tax deduction for the gifts.  |
The Motley Fool September 14, 2005 |
You May Need Disability Insurance Disabilities usually happen to those who least expect them. Be prepared.  |
The Motley Fool March 27, 2007 Selena Maranjian |
Tax Tip Grab Bag Here are a few more tax tips that may come in handy. Extend early... If you can't pay right now, you have options... etc.  |
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.  |
The Motley Fool October 16, 2006 Tim Beyers |
Foolish Advice on Disability Insurance The odds that you'll be out of work for an extended period are greater than you think.  |
Entrepreneur September 2004 Jacquelyn Lynn |
On the Disabled List? The average American worker has a 1 in 3 chance of becoming disabled for 90 days or more during his or her working years. So it makes sense to include disability insurance in your benefits package.  |
The Motley Fool November 10, 2007 Elizabeth Brokamp |
Protect Your Family When Disability Strikes The majority of Americans fail to secure disability insurance for themselves, something they are statistically likely to need. If you don't already have this coverage, read these guidelines and start looking.  |
Inc. June 1, 2003 Nadine Heintz |
Disability's Deep Costs The soaring number of workers on permanent disability threatens to drive up payroll taxes.  |
The Motley Fool December 1, 2006 Roy Lewis |
Looking Back, Looking Forward Here are just a few of the many tax provisions recently signed into law. You still have time to take maximum advantage of those provisions put in place for 2006, and more than enough time to plan your taxes for 2007.  |
AskMen.com Ross Bonander |
New Tax Laws For 2009 Taxpayers should pay special attention to tax-law changes, as they can directly affect how much money is kept out of Uncle Sam's hands.  |
The Motley Fool February 6, 2007 Dan Caplinger |
Dealing With a Disability: Part 2 An unexpected illness or injury that leaves you disabled can be devastating both personally and financially. You hope it'll never happen, but if it does, be prepared.  |
The Motley Fool February 11, 2005 Roy Lewis |
Is a Hair Transplant Deductible? During tax time, it's always fun to review some of the more unusual expenses incurred by taxpayers. Here are a few along with the tax treatment suggested by the IRS or mandated by the courts.  |
CFO July 1, 2006 Randy Myers |
The Fine Art of Self-Protection Why buying your own disability coverage may be a smart move.  |
The Motley Fool September 21, 2005 Selena Maranjian |
Our National Taxpayer Advocate Recommends ... Nina Olson sent a report to Congress with some important observations and suggestions. She also outlined areas of focus for the Office of the Taxpayer Advocate in 2006. Here are some highlights.  |
Investment Advisor July 1, 2011 Marlene Y. Satter |
Rx for Disability Your physician and dentist clients in search of coverage may be interested in a different definition of disability.  |
The Motley Fool December 24, 2007 Rich Duprey |
Don't Let Social Security Disable Your Future With a growing backlog of disability claims, you may be waiting awhile if you rely on the government to protect you.  |
The Motley Fool January 16, 2007 Dan Caplinger |
529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment.  |
Financial Planning September 1, 2005 M. Michael Babikian |
A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones.  |
Inc. August 2003 Bobbie Gossage |
Court Sides With Biz on Disability The Supreme Court rules that businesses can reject employee disability benefits when their doctor disagrees with the treating physician.  |
Commercial Investment Real Estate Jan/Feb 2004 Feuerstein & Marsden |
Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes.  |
Investment Advisor January 2006 Raymond McClellan |
The Tax Advisor: Getting Ready From legislative changes to natural disasters, financial practitioners need to be at the top of their game to identify and address all of the tax changes that occurred in the past year.  |
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.  |
Financial Planning October 1, 2010 Jones & Luscombe |
The Tax Forecast Washington watchers share their sense of what's ahead for your client's taxes - and your clients and your own.  |
On Wall Street June 1, 2010 Tim Steffen |
Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead.  |
Financial Planning December 1, 2010 Scott Schutte |
Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families.  |
The Motley Fool December 19, 2008 John Rosevear |
How to Raid Your 401(k) And other strategies for when you really need the money now.  |
Entrepreneur May 2007 Carol Tice |
You've Got People These IRS offices have staff ready to stand up for you.  |
AFP eWire December 11, 2006 |
IRS Issues Guidance on Payroll Deduction Contributions to Charities For charitable contributions made via payroll deductions, the IRA is requiring two documents to substantiate the gift and satisfy this requirement.  |
Financial Planning July 1, 2013 Ilana Polyak |
Disability Insurance: Are You Protected? Advisors need to think about disability insurance coverage for both themselves and their clients.  |
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.  |
ifeminists April 13, 2005 Wendy McElroy |
Disability Must Be Defined Before Debated The heart-wrenching death of Terri Schiavo has made the issue of disability a matter of debate. Two questions should lay the foundation for any deliberation: What does it mean to be disabled? And how should "normal" people react to those with disabilities?  |
The Motley Fool December 12, 2003 Roy Lewis |
New Military Tax Relief Uncle Sam will provide several more tax breaks for those serving in the armed forces.  |
Investment Advisor February 2010 Marlene Y. Satter |
Insurance Update: Along for the Rider If your clients are looking for limited disability coverage without taking on a whole new policy, they could look at life insurance.  |