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The Motley Fool January 21, 2005 Dayana Yochim	Dump Trash-Worthy Documents Is that pile of receipts, statements, and stubs a fire hazard? Clear a path to your filing cabinet today.
The Motley Fool January 2, 2007 Mary Dalrymple	Purge Your Financial Files You've probably made a couple of New Year's financial resolutions. Start the new year by getting a handle on your paperwork.
AskMen.com Michael Estrin	How Long To Keep Financial Records Your life may have tons of paper clutter that ranges from bills to bank statements, and everything in between. Here's some help on knowing what to keep, how long to keep it and when to dump it.
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!...
The Motley Fool January 16, 2007 Dayana Yochim	Sort Your Tax Paperwork Instantly Financial organization can cost you thousands of dollars a year. Don't let the dollars slip through your fingers this year when you file your taxes.
The Motley Fool January 20, 2010	How to Prevent a Tax Disaster Let this simple three-folder system work for you.
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 March 23, 2005	Records to Keep There are some financial papers you'll want to keep for a very long time.
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 February 5, 2008 Dayana Yochim	5 Steps to Taming Financial Clutter There's a simple system to organizing those piles of financial paperwork, and it doesn't involve a bonfire. Read on for five simple steps you can take.
The Motley Fool May 7, 2004 Roy Lewis	Tax Paperwork to Keep So you've completed your tax return, and you find that you have enough records to fill a large dump truck and a small wheelbarrow. Now what? How long do you have to hang on to all this stuff?
The Motley Fool November 29, 2006	Post-Tax Records to Keep Receipts and statements may be fleeting, but tax returns are forever.
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.
The Motley Fool December 22, 2003 Roy Lewis	Records You Need to Keep Don't get caught without them, come tax time.
The Motley Fool March 22, 2005 Dayana Yochim	Spring Financial Cleaning Control the pile of financial papers with these five steps Julie Morgenstern outlines in her popular organization book, Organizing From the Inside Out.
The Motley Fool January 6, 2005 Dayana Yochim	Heal Your Financial Hangover Sweep up the last year's financial loose ends, and head off next year's filing disasters.
The Motley Fool March 19, 2004 Dayana Yochim	Manage Your Money Mayhem What's good for your closet is good for your finances.
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The Motley Fool December 22, 2006 Mary Dalrymple	Dodge Disaster, Part 1 Safeguard your documents in case of emergency.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
The Motley Fool November 9, 2006 Mary Dalrymple	Tax Procrastinators, Listen Up! Think about organizing your tax records now while doing your end-of-year planning.
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.
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.
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The Motley Fool December 22, 2006 Mary Dalrymple	Dodge Disaster, Part 2 Our financial lives have become extremely complicated, too complicated to keep all the information in our brains. That's why, in the event of an emergency, you should have a packet of financial records prepared that you can grab on the go.
The Motley Fool March 29, 2006 Robert Brokamp	Turn Taxes Into Retirement You probably overpay in taxes and undersave for retirement. It's time to turn that around.
The Motley Fool January 21, 2005 Selena Maranjian	Simplify Your Financial Life Managing your money doesn't have to be such a ghastly affair. Here are some relatively simple steps you can take to get your financial life in better order.
The Motley Fool February 26, 2004 Robert Brokamp	Turn Taxes Into Retirement You probably overpay in taxes, and undersave for retirement. It's time to turn it around by adjusting your withholdings and using the extra money to enrole in your company's retirement plan.
The Motley Fool April 19, 2005 Dayana Yochim	Retirement Account Overload Roth or regular IRA? 401(k) or annuity? Where's the best place to park your investments?
The Motley Fool April 26, 2011 Sean Williams	3 Ways You Can Invest in Yourself Use these tax and saving strategies to make your money work harder for you.
The Motley Fool June 1, 2005 S.J. Caplan	7 Steps to Batten Down Your Financial Hatches With the hurricane season upon us, getting your financial house in order is key.
The Motley Fool March 29, 2007 Mary Dalrymple	Stop Paying High Taxes! A little planning can go a long way toward reducing your tax expenses.
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 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.
Registered Rep. June 1, 2012 Kevin McKinley	Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement.
The Motley Fool March 1, 2004	Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible.
The Motley Fool December 8, 2010 Jeff Rose	Roth IRA or Thrift Savings Plan Here we look at two popular savings plans available to service members, their families, and United States Federal Government employees.
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.
The Motley Fool August 20, 2004 Roy Lewis	Deduct IRA Losses? In Some Cases If the market has made a dent in your retirement account, there are instances when you may deduct the losses.
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.
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.
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!
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 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.
The Motley Fool December 27, 2004 Nathan Slaughter	Don't Skip Your Financial Physical The end of the year is the perfect time to get your financials in order. It's essential to promoting good financial health.
AskMen.com February 2, 2003 Dan Carter	Tax Tips That'll Save You Money With the dreaded April 15th deadline approaching faster than you think, filling out your tax forms should be tops on your list of priorities. As many of us leave all the paperwork until the eleventh hour, we miss out on numerous chances to take advantage of valuable counsel.
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 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.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
The Motley Fool April 27, 2009 Dayana Yochim	The Best Parking Spots for Long-Term Savings Please start making plans for the way-off future ASAP. The sooner you get your retirement savings squared away, the better off you'll be.