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The Motley Fool
August 12, 2005
Roy Lewis
When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case. mark for My Articles similar articles
The Motley Fool
March 5, 2010
Dan Caplinger
This Could Save You From Financial Disaster It's not just about retirement. Tax-favored retirement accounts like IRAs and 401(k) plans come with a host of benefits. 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
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
Registered Rep.
May 21, 2015
Kevin McKinley
Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client. 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
The Motley Fool
January 16, 2007
Mary Dalrymple
Fall in Love With IRA Meet the account that will become your best friend in retirement. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 26, 2006
Dayana Yochim
Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job? 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
April 20, 2009
Dan Caplinger
The Best Wealth-Maker for the Next 35 Years For 35 years, IRAs have helped in the quest for a secure retirement. Use them well, and they'll become an important part of your overall financial plan. mark for My Articles similar articles
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? mark for My Articles similar articles
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. 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
April 13, 2006
Robert Brokamp
Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 18, 2006
Buz Livingston
Nice: Pension Protection Act of 2006 If make you elective deferrals to a defined contribution plan, fund a Roth IRA, make deductible contributions to a traditional IRA, or put money aside for a aspiring scholar in a 529 plan, then thePension Protection Act of 2006 should make you happy. mark for My Articles similar articles
Financial Planning
November 1, 2008
Ed Slott
Are IRAs Safe? The good news: Retirement accounts are federally insured up to $250,000 per bank. Congress raised the limit from $100,000 in 2006. mark for My Articles similar articles
Financial Planning
January 1, 2010
Ed Slott
The Year of the Roth In 2010, you should evaluate whether roth conversions make sense for all your clients. Here's what to do. 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 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. mark for My Articles similar articles
The Motley Fool
January 12, 2009
Dan Caplinger
4 Reasons Your IRA Will Make or Break You Whether you think about it just once a year or follow it every day, your IRA gives you several investing advantages you won't find in your other accounts. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 31, 2006
Dan Caplinger
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. mark for My Articles similar articles
Financial Planning
October 1, 2011
Donald Jay Korn
Age Is Just a Number Clients must withdraw at least certain amounts from their retirement accounts when they reach the age specified under the tax code. Those trying to skip complying face a 50% penalty on any shortfall. mark for My Articles similar articles
The Motley Fool
September 7, 2005
Dayana Yochim
What About My 401(k)? "One-size-fits-all" doesn't work for even the most straightforward money management conundrums. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 17, 2012
Dan Caplinger
5 Smart Stocks for Your IRA Get these companies into your retirement portfolio. mark for My Articles similar articles
Financial Planning
March 1, 2010
Ed Slott
Not So Fast The Roth IRA conversion floodgates are open. But while the attraction of "tax-free forever" can be powerful, Roth conversions can trigger unintended tax traps and financial problems that are often not addressed until it's too late. mark for My Articles similar articles
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. 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
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
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
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. mark for My Articles similar articles
The Motley Fool
January 6, 2004
Robert Brokamp
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. mark for My Articles similar articles
The Motley Fool
August 23, 2006
Dan Caplinger
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. 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
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. mark for My Articles similar articles
The Motley Fool
March 23, 2011
Dan Caplinger
Don't Blow This Millionaire-Making Opportunity The easiest and best way to get started with your retirement savings is by opening an IRA. And thanks to a quirk of the calendar, you have until April 18 this year to get it done. mark for My Articles similar articles
The Motley Fool
September 27, 2006
Dan Caplinger
Pension Reform and You How might the Pension Protection Act affect your pension? mark for My Articles similar articles
Registered Rep.
July 1, 2004
Susan L. Hirshman
Rollover Advisor Man In some cases, better even than an IRA is a managed account, which lets clients benefit from a variety of special features not commonly available in 401(k) plans or traditional IRA rollover accounts. mark for My Articles similar articles
The Motley Fool
July 14, 2009
Dan Caplinger
The Best Way to Invest $5,000 Today You really need this weapon in your investing arsenal. If you're not using a Roth IRA to invest up to its current maximum of $5,000 per year -- $6,000 for those 50 or older -- then you should remedy that situation quickly. Your portfolio's depending on it. mark for My Articles similar articles
The Motley Fool
December 16, 2009
Dan Caplinger
Stop Juggling Your Retirement Investments Consolidate and conquer. mark for My Articles similar articles
The Motley Fool
November 4, 2010
Selena Maranjian
Good and Bad News for Your 401(k) Maxing out this retirement account can produce powerful results. mark for My Articles similar articles
Financial Planning
September 1, 2013
Donald Jay Korn
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. mark for My Articles similar articles
Investment Advisor
August 2007
Jaime J. Raskulinecz
The Tax-Free Investing Opportunity When all is said and done, what makes the Roth IRA such a wonderful wealth accumulation device is not just the tax-free nature of accumulation and distributions. It has the potential to add additional decades of tax-free investing beyond what is offered by an ordinary IRA. 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
The Motley Fool
February 8, 2006
Selena Maranjian
Roll Over, Cash! Nowadays, it's quite common for people to change jobs every few years. If this sounds like you, there are some important retirement concepts you should consider. mark for My Articles similar articles