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Financial Planning September 1, 2007 Ed Slott	The Final Word Once you have invested in Roth 401(k)s, how do you get the money out or roll it into a Roth IRA? When will distributions be qualified and tax-free?
Financial Planning April 1, 2013 Ed Slott	New Rules for Roth 401(k) Conversions Changes for in-plan conversions are buried deep in the fiscal cliff tax deal. Here s how they may affect your clients.
Financial Advisor December 2005 Ken Ziesenheim	Are You Ready For The Roth 401(k)? They are coming in 2006 and may be useful retirement savings tools for high-income clients.
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.
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.
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 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 May 13, 2005 Roy Lewis	The New Roth 401(k) Is Here Can this new retirement plan help you?
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 May 1, 2008 Ed Slott	Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware 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.
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.
Financial Planning January 1, 2011 Ed Slott	Q&A: Roth IRAs Advisors should be ready for a slew of new tax-related questions about 2010 and 2011 Roth IRA conversions. Here are some of the most frequent questions I receive from financial advisors.
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 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.
Investment Advisor October 2010	A PIF in Action Consider the following Roth conversion situation: A client converts her $1 million traditional IRA to a Roth IRA resulting in federal tax at today's top bracket (35%) of $350,000.
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.
Financial Planning September 1, 2008 Ed Slott	Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel.
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?
Financial Planning March 1, 2008 Ed Slott	Rollover Confusion What's the current rule on non-spouse rollovers from company plans under the Pension Protection Act of 2006? Do company plans have to allow this or not? Read on for the confusing rules regarding this.
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.
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.
Financial Planning September 1, 2009 Ed Slott	Taking It Back Many clients who did a Roth conversion last year have seen their account values decline, some drastically so. Now is the time to look at recharacterization to eliminate the tax liability on the lost account value.
The Motley Fool February 8, 2007 Mary Dalrymple	I Love Roth 401(k)s If you've ever looked into opening an individual retirement account, you've no doubt discovered the Roth IRA. Now there's a new option for its devoted fans, the Roth 401(k).
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.
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.
Investment Advisor July 2005	Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.
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.
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 November 1, 2005 Ed Slott	IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times.
Financial Planning May 1, 2011 Ed Slott	Not So Fast Just as 2010 may have been the year of the Roth conversion, 2011 may be the year of the Roth recharacterization.
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.
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.
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.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
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.
The Motley Fool March 31, 2009 Dan Caplinger	The Best Way to Save for Nearly Anything Even though a Roth IRA was designed as a way to help you save for retirement, you don't have to use it that way. In fact, when it comes to Roth IRAs, you have a lot of choices -- even ones that aren't available with traditional IRAs.
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?
Financial Planning January 1, 2013 Ed Slott	Cut Taxes for 2013 A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.
The Motley Fool February 2, 2007 Roy Lewis	Borrow From Your IRA! It's a simple way to get your hands on a considerable amount of money without having to fill out a bunch of forms or pay any additional loan fees or other expenses, and you don't have to pay interest on the loan during that 60-day period.
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.
Registered Rep. July 1, 2004 Susan L. Hirshman	Rollover Advisor Man In some cases, better even than an IRA is a managed account, which lets clients benefit from a variety of special features not commonly available in 401(k) plans or traditional IRA rollover accounts.
Investment Advisor August 2007 Jaime J. Raskulinecz	The Tax-Free Investing Opportunity When all is said and done, what makes the Roth IRA such a wonderful wealth accumulation device is not just the tax-free nature of accumulation and distributions. It has the potential to add additional decades of tax-free investing beyond what is offered by an ordinary IRA.
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 October 31, 2006 Dan Caplinger	Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move.
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 May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
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 January 8, 2010 Dan Caplinger	The Right Way to Invest Your Roth Make your Roth a key part of your financial strategy.
Financial Planning January 1, 2006 Ed Slott	Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions.