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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. mark for My Articles similar articles
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. 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
The Motley Fool
May 17, 2004
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. 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
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
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.
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
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. mark for My Articles similar articles
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
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. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2014
Humphrey & Wynne
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. 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
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
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
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
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. 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 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
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
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 12, 2010
Dan Caplinger
The Key Decision You Must Make This Week Which kind of IRA should you open? mark for My Articles similar articles
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. 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
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
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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 8, 2007
Selena Maranjian
Beware of Tax Scams Be careful -- and honest -- when you're filing your tax returns. mark for My Articles similar articles
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. 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
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. 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, 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
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
The Motley Fool
September 14, 2009
Dan Caplinger
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. 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
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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
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
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. mark for My Articles similar articles