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Inc.
August 2007
Dalia Fahmy |
Retirement Riches Fund your company by tapping IRAs.   |
Commercial Investment Real Estate
Mar/Apr 2014
Humphrey & Wynne |
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. |
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 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. |
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. |
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. |
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. |
Registered Rep.
December 1, 2005
Kevin McKinley |
Be a Hero With the Stroke of a Pen Examining your clients' IRA beneficiary designations initially and periodically is good practice. But it should go beyond just i-dotting and t-crossing. A five-minute conversation could lead to millions more for the clients' descendants, and introductions to dozens of potential new clients for you. |
The Motley Fool
January 30, 2008
Roy Lewis |
Wash Sales and Your IRA Don't fall into a trap with your tax losses. A recent ruling shows that the IRS is paying close attention to wash-sale rules. |
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.
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. |
Financial Planning
July 1, 2005
Ed Slott |
IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains. |
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
October 24, 2011
Dan Caplinger |
Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs. |
The Motley Fool
May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
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
October 25, 2005 |
What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow. |
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 3, 2010
Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts. |
BusinessWeek
February 6, 2006
Toddi Gutner |
Blaze Your Own IRA Trail With a self-directed account, your funds can seek out unconventional investments. |
Entrepreneur
February 2007
Carol Tice |
Backup Plan What happens when you can't pay your taxes? |
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
January 1, 2006
Ed Slott |
Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions. |
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. |
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 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
January 16, 2007
Mary Dalrymple |
Fall in Love With IRA Meet the account that will become your best friend in retirement. |
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
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 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. |
Entrepreneur
November 2007
Farnoosh Torabi |
To Thine Own Self Want more investment options? With a self-directed IRA, you decide where your money goes. |
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
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
March 8, 2007
Selena Maranjian |
Beware of Tax Scams Be careful -- and honest -- when you're filing your tax returns. |
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
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. |
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
February 2, 2010
Selena Maranjian |
A Trio of Foolish Tax Tips You have more control over your taxes than you think. And don't forget IRA's. |
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
January 23, 2007
Mary Dalrymple |
Cash In on Your Tax Refund Plan now to save some of your check from the IRS. |
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
July 1, 2005 |
Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do. |
Inc.
March 2006 |
What to Ask Your Accountant The right tax preparer can make all the difference. Here are four key questions to ask before tax time rolls around. |
The Motley Fool
December 20, 2011
Dan Caplinger |
Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential. |
Financial Planning
January 1, 2007
Ed Slott |
Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business. |
Entrepreneur
April 2006
Jennifer Pellet |
Cash Out You may be able to take money from your IRA, penalty-free. |
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. |
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. |
Investment Advisor
September 2006
Vicky Schroebel |
The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs. |
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. |
