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The Motley Fool June 28, 2010 Dan Caplinger	Forgetting This Could Cost You 50% Don't neglect one simple action with your retirement accounts.
The Motley Fool December 15, 2010 Dan Caplinger	Don't Make This IRA Mistake Required minimum distributions are back, and you'd better be ready.
The Motley Fool June 9, 2009 Dan Caplinger	The One Thing You Can Stop Worrying About In an effort to stop from adding insult to injury, the government has temporarily suspended the rules requiring certain people to take required minimum distributions from their traditional IRAs and 401(k)s.
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.
Financial Planning November 1, 2009 Ed Slott	Giving It Back A new IRS ruling can help some taxpayers put unwanted required minimum distributions (RMDs) back.
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.
Financial Planning July 1, 2007 Ed Slott	RMD Traps A review of the required minimum distribution rules for retirement accounts, and a five-point plan for financial advisors to keep their clients out of trouble.
Financial Planning May 1, 2010 Ed Slott	They're Baack! Required minimum distributions are back in 2010, and t he provision has left both clients and advisors with a host of questions on what RMDs must be taken in 2010 and how those withdrawals will be calculated.
The Motley Fool October 27, 2009 Dan Caplinger	3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet.
Financial Planning January 1, 2005 Ed Slott	Exceptional Flexibility New 72(t) rulings can help your financial advisory clients tap their retirement funds early-penalty-free.
Registered Rep. November 8, 2013 Mark Miller	Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients.
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.
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 December 19, 2008 John Rosevear	How to Raid Your 401(k) And other strategies for when you really need the money now.
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.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
The Motley Fool February 10, 2005 Robert Brokamp	Wretched Retirement Realities You can't be a senior on the go without a pile of dough. Here are the most important numbers: the balances in your retirement accounts, how much you're contributing to them or withdrawing from them, and how you've invested them.
The Motley Fool October 17, 2006 Dan Caplinger	Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions.
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
The Motley Fool May 4, 2006 Robert Brokamp	The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later?
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
The Motley Fool September 7, 2007 Rich Duprey	Add Horsepower to Your Retirement Starting your retirement plan late? Just because you've fallen behind, there's no reason to stay behind. Supercharge it with this two-step program.
The Motley Fool March 24, 2004 Robert Brokamp	Wretched Retirement Realities Information on what is needed financially for retirement. Stats about retirement fund like medicare and social security.
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 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.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
Registered Rep. December 12, 2014 Mark Miller	When Paying Taxes on Retirement Accounts Makes Sense It's almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. In some situations, it can make sense.
The Motley Fool July 10, 2008 Chuck Saletta	Retire Early to the Good Life It takes more than a well-stocked IRA to leave work early.
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.
The Motley Fool December 16, 2009 Dan Caplinger	Stop Juggling Your Retirement Investments Consolidate and conquer.
The Motley Fool January 2, 2009 Dan Caplinger	How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you?
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.
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 November 4, 2010 Selena Maranjian	Good and Bad News for Your 401(k) Maxing out this retirement account can produce powerful results.
The Motley Fool January 7, 2009 Selena Maranjian	Pump Up Your Portfolio Just because the market has taken a chunk out of your retirement lately doesn't mean all is lost. These small actions can have big ramifications.
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 November 17, 2010 Selena Maranjian	If You Don't Have a 401(k) There's more than one way to build a strong retirement.
The Motley Fool January 20, 2005 Robert Brokamp	Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help.
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 April 19, 2007 Dan Caplinger	Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity.
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.
Financial Planning March 1, 2010 Ed Slott	Not So Fast The Roth IRA conversion floodgates are open. But while the attraction of "tax-free forever" can be powerful, Roth conversions can trigger unintended tax traps and financial problems that are often not addressed until it's too late.
The Motley Fool January 14, 2009 Selena Maranjian	Do You Believe This Lie? Are you lying to yourself? 61% of Americans surveyed are very or somewhat confident that they'll have enough money to live through retirement comfortably. But only 47% have taken the time to calculate how much money they'll need in retirement.
Investment Advisor October 2006 Susan Hartman	Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc.
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.
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.
The Motley Fool March 5, 2010 Dan Caplinger	This Could Save You From Financial Disaster It's not just about retirement. Tax-favored retirement accounts like IRAs and 401(k) plans come with a host of benefits.
The Motley Fool August 26, 2011 Dan Caplinger	4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available.
The Motley Fool March 30, 2010 Robert Brokamp	Turn $10,000 Into $15,440 Instantly Don't miss out on the easy money in retirement vehicles.