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The Motley Fool
March 8, 2010
Robert Brokamp |
Should You Convert to a Roth? Pros Weigh In When would you like a tax break -- today or tomorrow? The answer may determine if a Roth IRA is right for you.   |
The Motley Fool
September 8, 2009
Dan Caplinger |
This Smart Money Move Is Worth Waiting For On Jan. 1, millions of investors will get an opportunity that many have never had before -- the ability to convert some of their retirement funds into a Roth IRA. |
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. |
The Motley Fool
October 31, 2006
Dan Caplinger |
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. |
Investment Advisor
October 2009
James J. Green |
B/D Briefing: Conversion Time Merrill Lynch makes a big push to prepare reps for Roth conversions. |
Investment Advisor
May 2008
Melanie Waddell |
Introducing the Wealthy to Roth IRAs Advisors take heed: The income limit on participants in Roth IRAs disappears in 2010. |
BusinessWeek
October 18, 2004
Lewis Braham |
Easing The Tax Bite On Your IRA Converting your retirement account now to a Roth IRA lets you take advantage of today's low rates. |
The Motley Fool
December 3, 2004
David Braze |
Roth IRA Conversion Considerations This is a good time of year to be thinking of your IRA plans. The ability to ultimately take tax-free withdrawals from a Roth IRA makes a conversion seem attractive. |
The Motley Fool
January 5, 2010
Dan Caplinger |
The Smartest Money Move You'll Ever Make The right answer to this question could mean millions. the doors are open for those who want to convert existing retirement accounts to Roth IRAs. And never before have so many people been interested in making the move. |
The Motley Fool
January 26, 2010
Dan Caplinger |
Why a Roth May Be Wrong for You Converting to a Roth isn't the best solution for everyone, and unfortunately, you can't figure out the best answer for yourself by looking at just a single issue. |
The Motley Fool
January 8, 2010
Dan Caplinger |
The Right Way to Invest Your Roth Make your Roth a key part of your financial strategy. |
The Motley Fool
May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
Entrepreneur
September 2007
Jennifer Pellet |
Roth Redux A new act raises the ban off of Roth IRAs. |
BusinessWeek
August 13, 2009
Amy Feldman |
Is a Roth IRA Right for You? New rules beginning in 2010 will allow higher-income holders of traditional IRAs to convert to a Roth IRA. But it pays to run the numbers first. |
BusinessWeek
October 22, 2009
Chris Farrell |
Should You Roth? Converting your 401(k) to a Roth IRA may be your best retirement bet, but you'll still get a tax bill |
Financial Advisor
May 2008
Tracey Longo |
Sweet Deal Starting in 2010, anyone, regardless of income, can convert his or her traditional IRA to a Roth IRA. Will higher-income investors be prepared to do so? |
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. |
Financial Planning
November 1, 2010
Ed Slott |
Just Do It Many clients are still sitting precariously on the fence, trying to decide whether a 2010 Roth conversion makes sense. |
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. |
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 27, 2011
Dan Caplinger |
You've Got 4 Days Left to Do This Roth conversions for 2011 expire Dec. 31. |
The Motley Fool
January 27, 2010
Dan Caplinger |
Are You Too Old for a Roth IRA? Those with short time horizons miss out on many benefits, but not all. |
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. |
Registered Rep.
April 1, 2008
Kevin McKinley |
Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too. |
Financial Planning
January 1, 2010
Ed Slott |
The Year of the Roth In 2010, you should evaluate whether roth conversions make sense for all your clients. Here's what to do. |
The Motley Fool
May 20, 2010
Dan Caplinger |
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. |
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. |
AskMen.com
Nick Kennedy |
Hyman Roth On Roth IRAs With new rule changes coming in 2010, we examine if a Roth IRA still makes sense -- with quotes from the Godfather's Hyman Roth for guidance. |
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
February 1, 2012
Allan Roth |
Betting On A Roth Conversion In these financially tumultuous times, Roth conversion strategies can reduce risk substantially for clients in 2012. |
Entrepreneur
January 2010
Carol Tice |
A New Way to Save Beginning in January, new tax provisions give high-income earners an opportunity to transfer money from a traditional IRA into a Roth IRA. |
Registered Rep.
September 23, 2011
Diana Britton |
Final Shape of Tax Reform Unclear, But Some FAs Take Steps to Prepare Clients Most financial advisors are taking a wait-and-see approach to President Barack Obama's tax proposal announced Monday, but some say it could pay to prepare clients for some kind of tax reform anyway. |
Financial Planning
September 1, 2008
David E. Adler |
Tackling the Spend-Down The message that retirees with 401(k)s will have to make a decision about how to structure their assets in retirement to avoid running out of money is loud, but not clear. |
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. |
The Motley Fool
January 27, 2010
John Rosevear |
This New Tax Law Could Make You Rich A small change to the IRA rules has created a huge opportunity. |
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.
March 25, 2010
Jerry Gleeson |
Don't panic. Health-care Tax Impact Years Off Your clients may fear a huge tax bite after President Obama signed historic health care legislation into law this week. You can reassure them. |
Financial Advisor
February 2010
Andrew Gluck |
The Roth Puzzle New tools may help advisors determine whether a Roth conversion makes sense. |
Financial Advisor
November 2009
Eric L. Reiner |
You Make The Call The decision to switch clients to Roth is anything but clear. |
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
November 7, 2008
Dan Caplinger |
Is an Obama Tax Storm Looming? With the new president-elect announcing that change is on its way, investors on both sides of the aisle are wondering whether they're going to end up paying a lot more in taxes. |
The Motley Fool
October 5, 2011
Dan Caplinger |
This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion. |
Investment Advisor
July 2006
Melanie Waddell |
The Playing Field: Extension Explication Good and bad news -- and uncertainty -- from the new tax bill. Financial advisors, take note. |
The Motley Fool
July 14, 2009
Dan Caplinger |
The Best Way to Invest $5,000 Today You really need this weapon in your investing arsenal. If you're not using a Roth IRA to invest up to its current maximum of $5,000 per year -- $6,000 for those 50 or older -- then you should remedy that situation quickly. Your portfolio's depending on it. |
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. |
Registered Rep.
March 1, 2005
Kevin McKinley |
In Praise of Work Four out of five baby boomers plan on working after they retire from their "real" jobs. Here's how you can help them realize the tax, Social Security and financial benefits of their labor, while avoiding the pitfalls. |
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. |
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. |
The Motley Fool
July 20, 2009
Dan Caplinger |
Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice. |
Financial Planning
February 1, 2013
Ilana Polyak |
15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients. |
