| Similar Articles |
|---|
 |
The Motley Fool
September 17, 2004
Roy Lewis |
Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan.   |
The Motley Fool
April 19, 2007
Dan Caplinger |
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. |
The Motley Fool
October 30, 2007
Dan Caplinger |
Get a Cheap Loan Fast ... From Yourself If you're facing a temporary setback and need a short-term solution, a 401(k) loan may not be as bad as some experts think, and a lot better than other alternatives. |
Entrepreneur
February 2007
Rosalind Resnick |
On Loan Borrowing against your 401(k) to start a business. |
The Motley Fool
January 16, 2008
Dan Caplinger |
Your 401(k) Isn't an ATM However, a new program called ReservePlus, allows 401(k) plan participants to take out loans against their retirement accounts simply by using a debit card. |
CFO
April 1, 2008
Randy Myers |
The Loan Danger Borrowing from 401(k) accounts can be a bad deal all around and places a large burden on employers. |
The Motley Fool
July 15, 2005
Roy Lewis |
Loans and Family: Do They Mix? Thinking about lending money to a relative? Take a look at these tips first. |
Commercial Investment Real Estate
Nov/Dec 2002
Jennifer Gregor |
Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses. |
The Motley Fool
October 5, 2006
Selena Maranjian |
Down Payment Via Your 401(k)? Readers pool their brainpower to discuss the best homebuying strategies. |
Entrepreneur
December 2007
Rosalind Resnick |
Mo' Money, No Problem Learn the rules of borrowing for your business. |
The Motley Fool
August 13, 2004
Roy Lewis |
Tips on Deducting Loan Points With the flurry of new home purchases and refinanced mortgages, here is a brief discussion on the tax treatment of loan points. |
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
August 19, 2009
John Rosevear |
The Simple Way to Trash Your Portfolio Taking a loan from your retirement plan is easier than ever these days. This extremely common practice is an extremely big problem. |
The Motley Fool
May 27, 2011
John Rosevear |
This Government Meddling Could Save Your Retirement Proposed new rules limiting 401(k) loans may sound annoying, but they're a good idea. |
The Motley Fool
October 5, 2005
Tom Taulli |
Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right? |
Financial Advisor
September 2004
Marla Brill |
The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs. |
The Motley Fool
March 2, 2010
Dan Caplinger |
The Wrong Way to Fix Your 401(k) Taking money out to invest the way you want isn't the right answer. |
AskMen.com
Ryan Ortega |
Good Debt vs. Bad Debt Figuring out which debt to carry -- good vs. bad -- can help you maneuver your personal finances into positive territory. |
The Motley Fool
July 29, 2005
Roy Lewis |
Loan Points to Ponder Paying interest up front on a home loan? Learn the right way to deduct it. |
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. |
On Wall Street
October 1, 2011
Elizabeth Wine |
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. |
The Motley Fool
June 8, 2010
Nathan Alderman |
What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss. |
Financial Advisor
December 2005
Jeffrey H. Rattiner |
The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives. |
The Motley Fool
June 13, 2011
Selena Maranjian |
Step Away From That Growing Pile of Money The all-too-common practice of borrowing from retirement accounts is much more dangerous than you probably think. |
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
August 2007
Melanie Waddell |
Insuring a Secure Retirement A retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined retirement income, much like a defined benefit plan. |
The Motley Fool
May 13, 2005
Roy Lewis |
The New Roth 401(k) Is Here Can this new retirement plan help you? |
Entrepreneur
June 2010
Rosalind Resnick |
A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem. |
The Motley Fool
July 22, 2004
Robert Brokamp |
The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more. |
Registered Rep.
January 28, 2015
Kevin McKinley |
Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later. |
The Motley Fool
February 27, 2004
Roy Lewis |
Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance. |
The Motley Fool
August 11, 2006
Dan Caplinger |
Pension Reform and You A new law will change the way you save for retirement. Assuming that the act is signed into law, the Pension Protection Act of 2006 will provide savers with more options and greater assurance than the current set of incentives. |
The Motley Fool
May 23, 2005
Roy Lewis |
Job Changes and Your 401(k) What should you do with your retirement savings when you leave your old employer? |
This Old House
Sid Davis |
Here's How to Finance Your Remodel Financing a remodeling project doesn't have to be a crap shoot. Here's a game plan for choosing the best deal. |
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
December 19, 2008
John Rosevear |
How to Raid Your 401(k) And other strategies for when you really need the money now. |
Commercial Investment Real Estate
Jan/Feb 2015
Mary Stark-Hood |
2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions. |
The Motley Fool
July 2, 2004
Roy Lewis |
Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later. |
Registered Rep.
November 23, 2010
Diana Britton |
401k Balances Rise By A Third in 2009 Americans are still reeling from the blows their 401(k) account balances took during the economic crisis, but they may be happy (and surprised) to learn that account balances jumped 31.9 percent last year after taking a 27.8 percent dive in 2008. |
The Motley Fool
December 22, 2006
Roy Lewis |
Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions. |
The Motley Fool
March 4, 2005
Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
AskMen.com
Jeff Wuorio |
Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them. |
The Motley Fool
June 17, 2005
Roy Lewis |
Start Planning for Next Year's Taxes Many think that taxes are simply a chore, something to attend to once a year. Anyone with that attitude is likely leaving money on the table. Here are some tips to consider. |
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 Planning
January 1, 2006
Lawson & Bloom |
A Hybrid Future Financial advisers should learn how the new DB(k) plan could make retirement offerings easier and more affordable for small-business owners. |
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. |
Registered Rep.
August 25, 2014
Lynn O'Shaughnessy |
The Most Attractive Student Loans Since many families will need help to cover some of their costs, it's important that advisors be equipped with the basics about borrowing for college. Here are some critical things that you need to know about student loans. |
Investment Advisor
June 2007
David Juliano |
A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers. |
Entrepreneur
November 2006
Scott Bernard Nelson |
Dish It Out Pension offerings continue to dissolve, but new laws reward employers whose workers pump up their 401(k)s. |
The Motley Fool
March 17, 2005 |
401(k) Plans, in a Nutshell Make the most of your 401(k), especially the free money. |
