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Financial Planning March 1, 2006 Ed Slott |
Sticker Shock Now that the IRS is charging more for private letter rulings, advisers need to be more careful when advising clients on IRA distributions.  |
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.  |
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.  |
The Motley Fool May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs.  |
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.  |
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.  |
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.  |
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.  |
Commercial Investment Real Estate May/Jun 2003 Ronald L. Raitz |
IRS Clarifies Related-Party Rule in 1031 Exchanges Due to the considerable confusion about such exchanges, real estate professionals should welcome this ruling as it helps them better advise clients engaging in these transactions.  |
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.  |
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.  |
Commercial Investment Real Estate Mar/Apr 2014 Humphrey & Wynne |
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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!  |
The Motley Fool April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open?  |
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.  |
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.  |
Entrepreneur May 2006 Jennifer Pellet |
New Set of Rules The IRS is helping and hindering small businesses with two new initiatives.  |
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.  |
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 September 23, 2005 Roy Lewis |
Privately Stocking Your IRA You can add non-publicly traded companies' shares to your IRA -- but you may not want to.  |
The Motley Fool March 8, 2007 Selena Maranjian |
Beware of Tax Scams Be careful -- and honest -- when you're filing your tax returns.  |
The Motley Fool December 1, 2008 Dan Caplinger |
Get a Bear Market Do-Over Amazingly, the IRS gives taxpayers an opportunity to call a do-over on investment losses. Known as a recharacterization, the tax laws basically let you undo your conversion, wiping out the tax liability you would've had to pay.  |
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.  |
The Motley Fool May 23, 2011 Chuck Saletta |
Get In Through the Roth Back Door With a major conversion limit gone, switching to a Roth makes more sense than ever.  |
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.  |
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.  |
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.  |
The Motley Fool September 14, 2009 Dan Caplinger |
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape.  |
The Motley Fool September 24, 2004 Roy Lewis |
Taxes on Your IRA? Certain investments could produce income that is subject to tax.  |
The Motley Fool December 3, 2004 David Braze |
Roth IRA Conversion Considerations This is a good time of year to be thinking of your IRA plans. The ability to ultimately take tax-free withdrawals from a Roth IRA makes a conversion seem attractive.  |
Financial Planning November 1, 2010 Ed Slott |
Just Do It Many clients are still sitting precariously on the fence, trying to decide whether a 2010 Roth conversion makes sense.  |
The Motley Fool June 3, 2010 Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts.  |
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.  |
On Wall Street January 1, 2009 Bennett Voyles |
Moving to a Roth IRA in a Bear Market The down market may be a good time to consider changes in your clients' retirement accounts.  |
The Motley Fool January 27, 2010 Dan Caplinger |
Are You Too Old for a Roth IRA? Those with short time horizons miss out on many benefits, but not all.  |
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.  |
Inc. August 2007 Dalia Fahmy |
Tapping Your Own IRA? Tread Carefully Here's what you need to know if you're thinking about tapping your IRA to fund your business.  |
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.  |
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.  |
Entrepreneur May 2007 Carol Tice |
You've Got People These IRS offices have staff ready to stand up for you.  |
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 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.  |