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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.
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.
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.
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 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 September 16, 2005 Selena Maranjian	Come on Down, Roth 401(k)! There will soon be a new kid on the block: the Roth 401(k). Here's how it works.
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.
The Motley Fool May 12, 2006 Selena Maranjian	Is This Turbocharged IRA for You? If you're self-employed, your situation is a bit different. You have a special investing opportunity. Meet the SEP IRA. If you qualify for it, it's pretty nifty.
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 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 February 14, 2005	What's an IRA? Be tax-smart and save for tomorrow, all with a handy savings account.
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.
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 October 7, 2005 Selena Maranjian	Fund That IRA Now Why delay tax-free growth? Sock your money away in your IRA now.
The Motley Fool March 1, 2004	Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible.
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.
The Motley Fool September 26, 2006 Selena Maranjian	Know Your IRAs You may know the bare basics: that an IRA can help you build a secure retirement. But if that's all you know, you may end up sending your $4,000 contribution for 2005 to the wrong IRA.
The Motley Fool April 4, 2008 Dan Caplinger	The Best Stocks for Your IRA With time running out to make an IRA contribution for the 2007 tax year, you'll need to get on the ball. Here are a few tips for picking the best stocks for your new IRA.
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 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 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.
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 May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
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.
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.
The Motley Fool October 19, 2009 Dan Caplinger	Your Best Path to Retirement Riches A Roth IRA may not be your best bet.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
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 February 5, 2009 Dan Caplinger	Get Uncle Sam to Pay for Your IRA Huge tax benefits add up.
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?
The Motley Fool January 21, 2010	These Money Moves Will Keep Taxes at Bay There's still time to keep some of your hard-earned cash!
The Motley Fool February 28, 2006 Robert Brokamp	Let Uncle Sam Fund Your IRA While it's nice to get that refund every year, you'd be better off not overpaying in taxes, and instead investing a little bit each month. It all comes down to the time value of money.
On Wall Street February 1, 2010 Dru Donatelli	Rethinking Roth Conversion Unlike most investment decisions, if a client's Roth conversion doesn't go as well as you planned, you can turn back the clock to fix the problem.
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.
The Motley Fool August 13, 2009 Dan Caplinger	This Simple Tip Will Make You Richer Often, it can make a bigger difference than what you invest in. Consider taxable and non-taxable plans and mutual funds as well.
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.
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 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.
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.
Investment Advisor October 2010	A PIF in Action Consider the following Roth conversion situation: A client converts her $1 million traditional IRA to a Roth IRA resulting in federal tax at today's top bracket (35%) of $350,000.
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 March 21, 2006 Shannon Zimmerman	Get Going With IRAs The IRA contribution countdown clock is ticking. Are you ready? Have you done everything you can to save up enough for this year's contribution?
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 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.
Financial Planning September 1, 2009 Ed Slott	Taking It Back Many clients who did a Roth conversion last year have seen their account values decline, some drastically so. Now is the time to look at recharacterization to eliminate the tax liability on the lost account value.
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.
Investment Advisor April 2010 Michael S. Fischer	The Roth Wave Tax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, according to a new study.
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.
Financial Planning May 1, 2007 Ed Slott	She Said, They Said Can your financial advisory client actively participate in a company's retirement plan without being active in the plan?