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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.
Commercial Investment Real Estate Mar/Apr 2014 Humphrey & Wynne	Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros.
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.
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.
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, 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.
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.
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.
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.
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.
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 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 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!
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.
Investment Advisor November 2006 Elizabeth D. Festa	Buy Local: Real Estate for Income While the overall real estate market has cooled a great deal in the past year, there are still many opportunities for investors.
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 November 1, 2005 Ed Slott	IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times.
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.
The Motley Fool August 25, 2006 Dan Caplinger	In IRAs We Trust Creating a trust to hold inherited IRA assets is smart but complicated. Here's how to do it.
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.
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 August 10, 2010 Dan Caplinger	You Need These Stocks in Your IRA These dividend payers and REITs need the protection of tax-favored accounts.
The Motley Fool May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
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 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.
Financial Planning July 1, 2009 Ed Slott	Rare Victory The U.S. Tax Court ruled recently that a 72(t) payment plan was not modified when the IRA holder took an additional distribution for education. This decision may give IRA owners some much-needed flexibility if they need more funds for certain purposes.
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 June 10, 2004	What Your IRA Can Do You may be less limited than you think in how you can invest your IRA.
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 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 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 June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
The Motley Fool January 16, 2007 Mary Dalrymple	Fall in Love With IRA Meet the account that will become your best friend in retirement.
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.
The Motley Fool April 7, 2007 Elizabeth Brokamp	5 IRA Myths What you should know about your IRA but probably don't. Myth: You can't touch the money in your IRA until you are 59 1/2... Myth: Other than a company match, there's really no difference between an IRA and a 401(k)... etc.
The Motley Fool January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
The Motley Fool September 16, 2004 David Jacobs	Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties.
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.
The Motley Fool January 7, 2005 Roy Lewis	Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?
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 October 25, 2005	What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow.
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 November 1, 2007 Ed Slott	Annual Physical The end of the year is a good time to check your clients' retirement accounts for mistakes that could cause headaches later on.
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.
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.
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 July 22, 2005 Roy Lewis	Get Smart About Education Deductions Reimbursing education costs with an IRA distribution? Be specific, or pay the price.
Financial Planning January 1, 2013 Ed Slott	Cut Taxes for 2013 A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.
The Motley Fool January 27, 2006 Roy Lewis	Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...