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Financial Planning
June 1, 2007
David E. Adler
Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return. mark for My Articles similar articles
The Motley Fool
October 22, 2009
Selena Maranjian
Why Pay Taxes When You Don't Have to? Park your dividends in your Roth IRA and save a lot more money. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 1, 2011
David Lau
Dispatches from the Tax-Efficient Frontier Three advisors share views on the power of tax deferral. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 14, 2008
Todd Wenning
The Right Stocks for Your IRA We have to pay taxes on our IRA investments at one point or another. The secret is not overpaying so that you keep more of what's rightfully yours. These stocks will help you do that. mark for My Articles similar articles
The Motley Fool
January 20, 2009
Dan Caplinger
The Tough Call That Could Make You Rich With employer 401(k) plans, tax-deferred annuities, and more types of accounts with "IRA" in their names than you know what to do with you may have trouble deciding which type of retirement account will make the most difference in the long run. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Stan Luxenberg
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 31, 2010
Jennifer Schonberger
3 Tax Tips for Investing Veteran financial planner Norm Mindel, author of the new book, "Wealth Management in the New Economy," on investing for tax purposes. mark for My Articles similar articles
On Wall Street
November 1, 2010
David Lau
With Taxes Rising, The Rich Take The Hardest Hit Using tax-deferral strategies which can potentially improve returns without increasing risk, will rise in importance and the tax-efficient frontier will emerge as an important new financial landmark. mark for My Articles similar articles
Financial Planning
September 1, 2008
David E. Adler
Tackling the Spend-Down The message that retirees with 401(k)s will have to make a decision about how to structure their assets in retirement to avoid running out of money is loud, but not clear. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 12, 2009
Dan Caplinger
The Top 4 Places to Invest Now Rather than simply giving up and walking away from the stock market, a tough economic environment requires that you double your efforts and prioritize where your savings will do the most good. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 23, 2004
Mathew Emmert
Protect Your Dividends From the IRS Pay fewer taxes on dividends by choosing the best account and the right investments. The new, lower tax rate on dividends is a boon to investors, but there are still a few sticky areas to watch out for. mark for My Articles similar articles
The Motley Fool
August 13, 2009
Dan Caplinger
This Simple Tip Will Make You Richer Often, it can make a bigger difference than what you invest in. Consider taxable and non-taxable plans and mutual funds as well. mark for My Articles similar articles
Financial Planning
September 1, 2013
Allan S. Roth
How to Calculate an Advisor's Value Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up? mark for My Articles similar articles
Financial Advisor
November 2009
Eric L. Reiner
You Make The Call The decision to switch clients to Roth is anything but clear. mark for My Articles similar articles
HBS Working Knowledge
September 6, 2005
Ann Cullen
The Best Place for Retirement Funds Harvard professor Daniel Bergstresser says that households with substantial assets in both taxable and tax-deferred accounts (TDAs) should be thinking about where to hold them, specifically, inside or outside of tax-deferred accounts. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 8, 2009
Dan Caplinger
These Stocks Will Help You Beat the IRS Stay aware of taxes, and you'll keep more of your money. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 24, 2006
Dan Caplinger
Relieve Your Tax Burden: Part 1 One of the first things that any beginning investor learns about is the strategy of asset allocation. Here's a guide to the quirks of more aggressive investment accounts. mark for My Articles similar articles
The Motley Fool
December 2, 2009
Dan Caplinger
Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer. mark for My Articles similar articles
Financial Planning
September 1, 2013
Donald Jay Korn
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. mark for My Articles similar articles
The Motley Fool
March 28, 2005
Mathew Emmert
Tax Tips for Income Investors Knowing the drill come tax time can put money in your pocket and alleviate hassles. mark for My Articles similar articles
Financial Planning
April 1, 2008
Stacy Schultz
Eye on Flat-Fee VAs A new study compares the benefits of using a tax-deferred flat-fee variable annuity, a variable annuity, and a taxable account for retirement savings. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
September 1, 2008
Laurence P. Greenburg
The Tax Smart Workhorse The flat-fee variable annuity can accelerate wealth accumulation and retirement income. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 19, 2006
Rex Moore
Optimize Your Asset Allocation The nearer you are to retirement, the more important your asset allocation. Which investments should go in your retirement account? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2013
Martin Shenkman
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. mark for My Articles similar articles
The Motley Fool
March 10, 2006
Selena Maranjian
Why Roth IRAs Beat 401(k)s Tax-free and far more flexible, Roth IRAs are often a better choice for long-term savings. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2003
Tracey Longo
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. mark for My Articles similar articles
The Motley Fool
January 29, 2010
John Rosevear
Keep More of Your Profits at Tax Time How can you use your IRA(s) to lower your overall tax bill? mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
February 14, 2011
Dan Caplinger
6 Great Buys for Your IRA Make the most of the tax benefits of your retirement account. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
July 1, 2013
Ed Slott
New Approach to a 401(k) Tax Tactic Changes require advisors to adjust strategies for using net unrealized appreciation for lump-sum distributions. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
April 1, 2011
Susan L. Hartman
Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning. mark for My Articles similar articles