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Financial Planning July 1, 2010 Ed Slott	Strange Bedfellows It probably didn't cross your mind that the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act, both signed into law in March, might affect IRA planning.
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 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.
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.
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.
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.
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!
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.
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.
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 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.
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.
The Motley Fool March 1, 2004	Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible.
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.
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. 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.
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.
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.
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 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.
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.
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 October 31, 2006 Dan Caplinger	Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move.
Financial Planning April 1, 2012 Donald Jay Korn	Bracket Blues About 30 years ago, all Social Security benefits were tax-free. That's history, but there are still many ways planners can crack the tax code and save money for seniors and disabled clients.
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 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 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 May 20, 2010 Dan Caplinger	The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal.
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.
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 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?
Financial Planning October 1, 2011 Donald Jay Korn	Age Is Just a Number Clients must withdraw at least certain amounts from their retirement accounts when they reach the age specified under the tax code. Those trying to skip complying face a 50% penalty on any shortfall.
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.
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.
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.
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 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 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 April 12, 2010 Dan Caplinger	The Key Decision You Must Make This Week Which kind of IRA should you open?
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.
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.
Registered Rep. April 16, 2014 Kevin McKinley	RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point.
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 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.
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.
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.
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.
Financial Planning November 1, 2006 Donald Jay Korn	Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning...
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.