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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.
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.
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.
Investment Advisor February 1, 2011 David Lau	Dispatches from the Tax-Efficient Frontier Three advisors share views on the power of tax deferral.
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.
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.
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.
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.
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 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.
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.
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.
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.
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 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.
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.
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.
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.
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?
Financial Advisor November 2009 Eric L. Reiner	You Make The Call The decision to switch clients to Roth is anything but clear.
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.
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.
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 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.
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 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.
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.
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.
The Motley Fool December 2, 2009 Dan Caplinger	Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer.
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.
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.
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.
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.
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.
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.
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?
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 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 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.
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.
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.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
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?
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 February 14, 2011 Dan Caplinger	6 Great Buys for Your IRA Make the most of the tax benefits of your retirement account.
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.
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.
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 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.