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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. 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
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. mark for My Articles similar articles
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... 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
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. mark for My Articles similar articles
Entrepreneur
April 2006
Jennifer Pellet
Cash Out You may be able to take money from your IRA, penalty-free. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
The Motley Fool
August 3, 2004
Ruptured Appendix? Torn ACL? How good is your disability insurance policy? mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
March 28, 2005
What Happens If You Can't Work? Know what to look for in disability insurance. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 14, 2005
You May Need Disability Insurance Disabilities usually happen to those who least expect them. Be prepared. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Inc.
June 1, 2003
Nadine Heintz
Disability's Deep Costs The soaring number of workers on permanent disability threatens to drive up payroll taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
July 1, 2006
Randy Myers
The Fine Art of Self-Protection Why buying your own disability coverage may be a smart move. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
May 2007
Carol Tice
You've Got People These IRS offices have staff ready to stand up for you. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles