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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.   |
Financial Advisor
June 2010
Eric L. Reiner |
Coming Down The Pike Health-care reform gave birth to new income tax laws that are crying for attention. |
Financial Planning
December 1, 2008
Jeanne Lee |
Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies. |
On Wall Street
June 1, 2010
Tim Steffen |
Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead. |
The Motley Fool
September 9, 2008
Dan Caplinger |
How Will November Affect Your Portfolio? It's far too early to guess who'll win the election in November. But it's never too early for investors to worry about what impact it could have on the stock market -- especially when it comes to proposed tax changes. |
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. |
Registered Rep.
April 17, 2013
Kevin McKinley |
Sheltering Clients From the Taxman Several investment strategies can protect high-income clients from new taxes and higher tax rates. |
Financial Advisor
June 2012
Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. |
The Motley Fool
January 13, 2010
Dan Caplinger |
This Could Cause the Next Crash Higher taxes will transform the investment world. |
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
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. |
Financial Advisor
October 2009
Eric L. Reiner |
Up, Up And Away With tax rates likely to rise, traditional approaches are being revisited. |
The Motley Fool
August 26, 2011
Dan Caplinger |
4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available. |
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
June 13, 2007
Robert Brokamp |
Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay. |
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
December 20, 2011
Dan Caplinger |
Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential. |
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
November 7, 2008
Robert Brokamp |
Obama and Your Golden Years Will President-elect Obama shore up America's retirement security? |
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 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
August 24, 2006
Dan Caplinger |
Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts. |
Financial Advisor
June 2004
Michael E. Kitces |
The Roth 401(k) May Be Here Soon President Bush has proposed the creation of a Roth 401(k) Employer Retirement Savings Account to begin effective January 1, 2005. |
Financial Advisor
September 2008
Kenneth P. Brier |
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. |
Financial Advisor
October 2012
Mary Rowland |
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year. |
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. |
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. |
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. |
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. |
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 |
Investment Advisor
October 2009
James J. Green |
B/D Briefing: Conversion Time Merrill Lynch makes a big push to prepare reps for Roth conversions. |
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
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. |
Registered Rep.
October 1, 2005
Kevin McKinley |
Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes. |
On Wall Street
January 1, 2009
Bennett Voyles |
Moving to a Roth IRA in a Bear Market The down market may be a good time to consider changes in your clients' retirement accounts. |
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. |
Investment Advisor
October 2007
Susan L. Hirshman |
Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships. |
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. |
AskMen.com
February 3, 2014
Nick Kennedy |
Why You Don't Want Any Part Of The Obama(k) So what's the equivalent of a pre-existing condition for retirement savings? Your bills. Your debts. Your monthly financial obligations. |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
Entrepreneur
September 2007
Jennifer Pellet |
Roth Redux A new act raises the ban off of Roth IRAs. |
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
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. |
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
January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
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. |
Financial Advisor
October 2012
Eric L. Reiner |
The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives. |
Registered Rep.
October 17, 2014
Kevin McKinley |
Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in. |
Investment Advisor
November 2005
Christopher G. Laucks |
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. |
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. |
