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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. |
Financial Planning January 1, 2012 Ed Slott |
On Guard Even if a client has a self-directed IRA outside your purview, holding documented discussions of the perils could go a long way to protect you as well as your client. It's a good way to show your IRA expertise. |
Commercial Investment Real Estate Mar/Apr 2014 Humphrey & Wynne |
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. |
CFO October 1, 2006 Lori Calabro |
A Chance to Direct Self-directed IRAs offer a wide range of investments -- and an even wider list of rules. |
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 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. |
The Motley Fool January 23, 2006 Mathew Emmert |
Redefining the "R" in IRA Think IRAs are just for stocks and bonds? Think again. A small but growing number of companies offer custodial services for truly self-directed IRAs -- ones that allow alternative investments in addition to all the traditional ones. |
Investment Advisor March 2006 Melanie Waddell |
Retirement Plan Advisor: Retirement.alt Thinking of putting alternatives in clients' IRAs? You've got plenty of help, and company. |
The Motley Fool October 25, 2005 |
What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow. |
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. |
The Motley Fool May 4, 2007 John Rosevear |
Waiter, There's a Hedge Fund in My IRA! Should you hold real estate or hedge funds in your IRA? |
The Motley Fool June 10, 2004 |
What Your IRA Can Do You may be less limited than you think in how you can invest your IRA. |
BusinessWeek February 6, 2006 Toddi Gutner |
Blaze Your Own IRA Trail With a self-directed account, your funds can seek out unconventional investments. |
The Motley Fool October 24, 2011 Dan Caplinger |
Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs. |
Financial Advisor July 2007 Marla Brill |
IRAs That Are Outside The Box Self-directed IRAs allow clients to decide where they want their IRA money to play. But there is a down-side, too. |
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. |
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. |
Financial Advisor March 2005 Marla Brill |
Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help. |
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. |
Inc. August 2007 Dalia Fahmy |
Retirement Riches Fund your company by tapping IRAs. |
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 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
The Motley Fool January 8, 2009 Dan Caplinger |
Why You Need a Self-Directed IRA Get more variety in your retirement accounts. |
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 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 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 June 3, 2010 Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts. |
The Motley Fool March 10, 2006 Selena Maranjian |
Why Roth IRAs Beat 401(k)s Tax-free and far more flexible, Roth IRAs are often a better choice for long-term savings. |
The Motley Fool September 24, 2004 Roy Lewis |
Taxes on Your IRA? Certain investments could produce income that is subject to tax. |
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. |
Financial Planning October 1, 2012 Warren Baker |
Mitt Romney's Huge IRA Raises Questions For Advisors Mitt Romney's huge IRA gives a wake up call to advisors to ensure their clients don't venture into the muddy waters of the prohibited-transaction rules. |
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 February 21, 2006 Selena Maranjian |
Save $165,000 With Your IRA There's a lot to learn and a lot to like about IRAs: tax-free capital gains are yours for the taking. |
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. |
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. |
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. |
Investment Advisor December 2005 |
Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks. |
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. |
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 January 1, 2006 Ed Slott |
Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions. |
The Motley Fool September 9, 2004 |
IRA Accounts 101 Are you making the most of this important retirement savings vehicle? |
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 January 17, 2012 Dan Caplinger |
5 Smart Stocks for Your IRA Get these companies into your retirement portfolio. |
The Motley Fool April 13, 2006 Robert Brokamp |
Dueling Fools: IRA Bear Rebuttal Stuffing your traditional IRA right up until the day you retire may not be the best idea. |
The Motley Fool December 2, 2009 Dan Caplinger |
Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer. |
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 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. |
The Motley Fool April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
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 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. |