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The Motley Fool March 1, 2004 |
Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible.  |
Commercial Investment Real Estate Jan/Feb 2015 Mary Stark-Hood |
2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions.  |
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.  |
The Motley Fool April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open?  |
Registered Rep. March 1, 2007 Kevin McKinley |
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.  |
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.  |
The Motley Fool March 20, 2007 Dan Caplinger |
Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool January 4, 2010 Dan Caplinger |
This Amazing Opportunity Begins Today Until today, many didn't have access to what may prove to be the most important investing tool you'll ever find, but Roth IRAs are now open to everyone.  |
The Motley Fool April 19, 2005 Dayana Yochim |
Retirement Account Overload Roth or regular IRA? 401(k) or annuity? Where's the best place to park your investments?  |
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.  |
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.  |
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!  |
Financial Planning September 1, 2008 Ed Slott |
Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel.  |
The Motley Fool January 30, 2004 Roy Lewis |
Get Credit for Retirement Contributions Have you missed one of the most valuable -- and overlooked -- tax credits?  |
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.  |
Entrepreneur March 2006 Scott Bernard Nelson |
New Horizons More choices for 401(k) and 403(b) plans mean the sky's the limit on your retirement-planning options.  |
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.  |
Financial Advisor December 2005 Ken Ziesenheim |
Are You Ready For The Roth 401(k)? They are coming in 2006 and may be useful retirement savings tools for high-income clients.  |
The Motley Fool February 5, 2009 Dan Caplinger |
Get Uncle Sam to Pay for Your IRA Huge tax benefits add up.  |
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?  |
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.  |
The Motley Fool September 7, 2007 Rich Duprey |
Add Horsepower to Your Retirement Starting your retirement plan late? Just because you've fallen behind, there's no reason to stay behind. Supercharge it with this two-step program.  |
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.  |
The Motley Fool January 16, 2004 Roy Lewis |
Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.  |
The Motley Fool October 1, 2004 Roy Lewis |
A Simpler Conversion A new IRA conversion rule will let you ignore minimum distributions in computing threshold incomes.  |
On Wall Street June 1, 2010 E. Thomas Foster Jr. |
The Myths and Realities of Roth IRA Conversions Think the conversion privilege is just a one-year opportunity? Think again.  |
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.  |
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.  |
The Motley Fool May 27, 2005 Roy Lewis |
New Rules for Roth IRA Some changes in tax law will make it easier to move funds from a traditional IRA to a Roth.  |
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.  |
Financial Planning November 1, 2006 Donald Jay Korn |
Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning...  |
Registered Rep. October 23, 2015 Mark Miller |
File-And-Suspend No More? File-and-suspend is at the top of Washington's hit list for changes to retirement policy.  |
The Motley Fool May 13, 2005 Roy Lewis |
The New Roth 401(k) Is Here Can this new retirement plan help you?  |
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.  |
The Motley Fool January 7, 2005 Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?  |
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.  |
The Motley Fool October 6, 2006 Roy Lewis |
Top 10 Roth IRA Questions The Roth is a powerful investing tool. Find out how to make it work for you.  |
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.  |
The Motley Fool February 14, 2005 |
What's an IRA? Be tax-smart and save for tomorrow, all with a handy savings account.  |
The Motley Fool March 17, 2008 Mary Dalrymple |
Do-It-Yourself Retirement What to do when your employer isn't helping.  |
The Motley Fool March 26, 2007 Rich Duprey |
3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through.  |
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?  |
Registered Rep. April 1, 2008 Kevin McKinley |
Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too.  |
Investment Advisor May 2008 Melanie Waddell |
Introducing the Wealthy to Roth IRAs Advisors take heed: The income limit on participants in Roth IRAs disappears in 2010.  |
Commercial Investment Real Estate Nov/Dec 2002 Jennifer Gregor |
Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses.  |
The Motley Fool December 8, 2010 Jeff Rose |
Roth IRA or Thrift Savings Plan Here we look at two popular savings plans available to service members, their families, and United States Federal Government employees.  |