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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
October 31, 2006
Dan Caplinger |
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. |
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. |
The Motley Fool
May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
The Motley Fool
December 27, 2011
Dan Caplinger |
You've Got 4 Days Left to Do This Roth conversions for 2011 expire Dec. 31. |
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. |
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. |
The Motley Fool
January 29, 2010
Dan Caplinger |
Answer This Question Before You Convert Your IRA How you plan to use your retirement money makes a difference in whether you should convert your IRAs to Roths. |
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
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. |
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. |
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. |
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. |
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. |
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
October 9, 2009
Selena Maranjian |
A Huge Opportunity Approaches Anyone who wants a regret-free retirement should start reading up on Roth IRAs. |
The Motley Fool
May 20, 2010
Dan Caplinger |
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. |
Entrepreneur
September 2007
Jennifer Pellet |
Roth Redux A new act raises the ban off of Roth IRAs. |
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
January 6, 2010
Dan Caplinger |
Why You Should Convert to a Roth Right Now With a free do-over in your pocket, there's no reason why you should wait to do a Roth conversion. |
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. |
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 7, 2010
Dan Caplinger |
Fine-Tune Your Roth Conversion the Easy Way Converting the right amount is critical. |
The Motley Fool
April 15, 2011
Dan Caplinger |
Why You Must Get a Tax Extension This Year Roth conversion rules argue for getting an extension even if you don't need it. |
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. |
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. |
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
October 5, 2011
Dan Caplinger |
This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion. |
The Motley Fool
April 29, 2011
Dan Caplinger |
You Can Still Make the Right Roth Move Converting still makes sense for many people. |
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. |
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
April 9, 2008
Dan Caplinger |
The Investment Opportunity You Can't Afford to Miss The Roth IRA celebrates 10 years of tax savings. But right now, you have only another week to take advantage of it for 2007 -- and the savings are too good to miss. |
The Motley Fool
October 19, 2009
Dan Caplinger |
Your Best Path to Retirement Riches A Roth IRA may not be your best bet. |
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. |
On Wall Street
February 1, 2010
Dru Donatelli |
Rethinking Roth Conversion Unlike most investment decisions, if a client's Roth conversion doesn't go as well as you planned, you can turn back the clock to fix the problem. |
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. |
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. |
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. |
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
August 29, 2008
James Brumley |
Let the Bear Help You Save Taxes It's a great time to consider a Roth conversion. With the recent bear market, conversion is getting cheaper again. As IRA balances drop, the taxes due on conversion fall. If you have cash on the sidelines anyway, converting lets you use your cash to buy tax savings for the rest of your life. |
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. |
Registered Rep.
May 21, 2015
Kevin McKinley |
Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client. |
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 |
The Motley Fool
August 23, 2010
Dan Caplinger |
This Roth Trick Is a Sure Thing The do-over option lets you keep winners and ditch losers ... if you plan ahead. |
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
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! |
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
May 27, 2005
Roy Lewis |
New Rules for Roth IRA Some changes in tax law will make it easier to move funds from a traditional IRA to a Roth. |
The Motley Fool
October 1, 2004
Roy Lewis |
A Simpler Conversion A new IRA conversion rule will let you ignore minimum distributions in computing threshold incomes. |
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. |
