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Financial Planning November 1, 2006 Ed Slott	Stretching Benefits The new Pension Protection Act contains the most sweeping changes to U.S. pension rules in more than 30 years. Buried in the 900-plus pages of this tax act are several gems that create new retirement planning opportunities for your financial advisory clients.
The Motley Fool May 23, 2005 Roy Lewis	Job Changes and Your 401(k) What should you do with your retirement savings when you leave your old employer?
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?
Financial Planning January 5, 2008 Ed Slott	Flip-Flop The IRS says firms must allow non-spouse beneficiaries to transfer retirement plan funds directly to an inherited IRA. Advisors should be aware that this change in the IRS's position is certainly not a reason to leave money in an employer plan.
Registered Rep. June 1, 2006 Lynn O'Shaughnessy	Rolling Up the Rollovers Financial advisors who embrace IRA-distribution planning gain the wealth of a virtually untapped niche market. Here's how to get started.
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.
The Motley Fool October 29, 2009 Dan Caplinger	This Common Move Will Get You Nowhere Don't give up on your retirement. 46% of all those who left their jobs chose to cash out their 401(k) plan balances, take the money, and run.
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 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.
The Motley Fool February 1, 2005 Dayana Yochim	When Not to Roll Over Sometimes it's best to leave your 401(k) money with your old boss.
The Motley Fool January 13, 2004 Dayana Yochim	The Old 401(k) Conundrum When not to roll over your 401(k) funds.
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 September 25, 2006 David Braze	Changing Jobs? Take Care of Your 401(k) Know your options to get the most out of those retirement funds.
The Motley Fool January 16, 2009 Dan Caplinger	The No-Cost Way to Fix Flawed 401(k)s We've already got a perfectly good alternative.
The Motley Fool June 8, 2010 Nathan Alderman	What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss.
Financial Planning March 1, 2008 Ed Slott	Rollover Confusion What's the current rule on non-spouse rollovers from company plans under the Pension Protection Act of 2006? Do company plans have to allow this or not? Read on for the confusing rules regarding this.
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.
The Motley Fool December 17, 2008 Alyce Lomax	Don't Be a Pushover, Just Roll It Over When you leave a job you may be able to put your 401(k) into what is more often than not the best option: a rollover IRA, which offers maximum flexibility.
CFO November 1, 2006 Marie Leone	Passing the Bucks Want to share your nest egg across the generations? A disclaimer gives a surviving spouse the right to play dead so that IRA assets can be transferred to others.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	A Friendlier 401(k) How many investors and employers will embrace this latest way to save for retirement remains an open question, the new Roth retirement plan offers numerous benefits for the right clients -- and for brokers, too.
Financial Planning February 1, 2005 Jennifer A. Liptow	Bookshelf Parlay Your IRA Into a Family Fortune, by Ed Slott is a comprehensive guide that addresses the IRA planning needs of clients.
Financial Planning March 1, 2007 Ed Slott	Unexpected Complications Non-spousal rollovers from employer plans into inherited IRAs are now tax-free -- but financial advisors should tread cautiously.
The Motley Fool July 15, 2009 Dayana Yochim	How to Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put.
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 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.
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.
The Motley Fool November 15, 2004	Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan.
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.
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.
The Motley Fool January 13, 2004 Dayana Yochim	Trillion-Dollar Treasure Trove You can ignore a lot of little money tasks and suffer few consequences. But letting your money wallow in a former employer's retirement plan is really wasting opportunity. If you have money sitting in a former employer's account, now's the perfect time to take it back.
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 March 17, 2009 Dan Caplinger	This Easy Step Will Save You Thousands Skipping it could cost your family for generations.
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.
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 March 11, 2010 Dan Caplinger	Smart Moves to Secure Your Retirement It takes a lifetime of smart investing to build up the nest egg you need to have a financially secure retirement. Once you've successfully retired, though, it still takes clever planning to hang onto as much of your money as you possibly can.
The Motley Fool December 16, 2009 Dan Caplinger	Stop Juggling Your Retirement Investments Consolidate and conquer.
Registered Rep. January 1, 2003 Kevin McKinley	Putting On Heirs In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, "When you die, who will get your money?"
The Motley Fool March 3, 2005 Robert Brokamp	Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet.
On Wall Street July 1, 2010 Gina Bolvin	Making A Strong Connection With Telecom Employees Often, early retirees are not aware of the steps they can take to tap income from their retirement plans before they reach 59 1/2.
Investment Advisor November 2005 Christopher G. Laucks	The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages.
The Motley Fool July 24, 2008 Dayana Yochim	How To Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put.
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.
Investment Advisor July 2005	Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.
The Motley Fool August 29, 2005 Dayana Yochim	Forgotten 401(k)s If you have money sitting in a former employer's retirement plan, consider taking control of that dough. Doing so gives you more investment options at a lower cost.
The Motley Fool December 18, 2006 Mary Dalrymple	Nice: Roth 401(k)s What's better than a big pile of presents under the tree? How about a retirement account piled high with tax-free cash?
Financial Planning May 1, 2008 Ed Slott	Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware of.
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 July 23, 2004 Dayana Yochim	Forgotten 401(k)s Take your retirement account back from your former employer.
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.