Similar Articles |
|
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 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 May 20, 2010 Dan Caplinger |
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. |
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. |
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 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 October 5, 2011 Dan Caplinger |
This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion. |
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 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 January 8, 2010 Dan Caplinger |
The Right Way to Invest Your Roth Make your Roth a key part of your financial strategy. |
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 February 28, 2011 Dan Caplinger |
Buy These Stocks and Stiff the IRS Dividends and capital gains can be tax-free for some taxpayers. |
The Motley Fool December 27, 2011 Dan Caplinger |
You've Got 4 Days Left to Do This Roth conversions for 2011 expire Dec. 31. |
Financial Planning September 1, 2010 Ed Slott |
Starting Over Below are a few Roth recharacterization traps your client might face and how you can avoid or even fix them. |
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 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 December 1, 2008 Dan Caplinger |
Get a Bear Market Do-Over Amazingly, the IRS gives taxpayers an opportunity to call a do-over on investment losses. Known as a recharacterization, the tax laws basically let you undo your conversion, wiping out the tax liability you would've had to pay. |
The Motley Fool January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
The Motley Fool April 29, 2011 Dan Caplinger |
You Can Still Make the Right Roth Move Converting still makes sense for many people. |
The Motley Fool November 5, 2004 Roy Lewis |
Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year. |
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 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 March 1, 2004 |
Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible. |
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 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. 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 November 11, 2005 Roy Lewis |
The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late. |
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. |
Entrepreneur September 2007 Jennifer Pellet |
Roth Redux A new act raises the ban off of Roth IRAs. |
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. |
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. |
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 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. |
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 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. |
The Motley Fool September 14, 2009 Dan Caplinger |
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. |
The Motley Fool January 26, 2009 Dan Caplinger |
Nondeductible IRAs: Worth the Hassle? Why lock up your money without a good benefit? For high-income individuals who are covered by a retirement plan at work there's a type of IRA that you don't hear much about. |
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 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. |
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. |
The Motley Fool October 28, 2010 Dan Caplinger |
This No-Lose Opportunity Ends Soon Some special provisions for Roth conversions expire at the end of the year. |
The Motley Fool October 6, 2006 Roy Lewis |
Top 10 Roth IRA Questions The Roth is a powerful investing tool. Find out how to make it work for you. |
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. |
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 March 20, 2007 Dan Caplinger |
Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now. |
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 May 1, 2005 Julian Block |
The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them. |
The Motley Fool April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
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. |
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. |