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Financial Planning May 1, 2008 Donald Jay Korn	Out of the Penalty Box Lots of forty- and fiftysomething retirees want to milk their IRAs before age 59 1/2 -- and naturally, they'd like to do it penalty-free. How can retirees manage this feat? There is a way.
Financial Planning July 1, 2009 Ed Slott	Rare Victory The U.S. Tax Court ruled recently that a 72(t) payment plan was not modified when the IRA holder took an additional distribution for education. This decision may give IRA owners some much-needed flexibility if they need more funds for certain purposes.
Financial Planning December 1, 2008 Donald Jay Korn	Tough Decisions Early retirees may be one of the groups hardest hit by the recent bear market. Before age 62, they can't collect Social Security, and if they're under age 591/2, they may have to draw down their IRAs, relying on 72(t) tax rules to avoid early withdrawal penalties.
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 March 1, 2006 Ed Slott	Sticker Shock Now that the IRS is charging more for private letter rulings, advisers need to be more careful when advising clients on IRA distributions.
Financial Planning January 1, 2007 Ed Slott	Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business.
Registered Rep. December 24, 2014 Kevin McKinley	Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like.
On Wall Street July 1, 2010 Gina Bolvin	Making A Strong Connection With Telecom Employees Often, early retirees are not aware of the steps they can take to tap income from their retirement plans before they reach 59 1/2.
Entrepreneur April 2006 Jennifer Pellet	Cash Out You may be able to take money from your IRA, penalty-free.
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.
Financial Planning May 1, 2005 Ed Slott	A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse.
Financial Planning July 1, 2008 Ed Slott	Saving a Stretch In a recent private letter ruling, the IRS allowed an IRA beneficiary to take distributions over her lifetime, even though she neglected to take the first two years' required minimum distributions (RMDs) from the inherited IRA.
Financial Planning November 1, 2007 Ed Slott	Annual Physical The end of the year is a good time to check your clients' retirement accounts for mistakes that could cause headaches later on.
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.
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 November 1, 2009 Ed Slott	Giving It Back A new IRS ruling can help some taxpayers put unwanted required minimum distributions (RMDs) back.
BusinessWeek January 15, 2007 Lynn O'Shaughnessy	Dear IRS, Please Help A "private letter ruling" by the agency can provide a way out of tax goofs, like using an estate instead of an individual as an IRA beneficiary.
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.
Financial Planning September 1, 2005 Ed Slott	New Rule on IRA Disclaimers Your client can pass the benefits of an inherited IRA to a child, even after taking a six-figure distribution. Here's how it works.
The Motley Fool July 22, 2005 Roy Lewis	Get Smart About Education Deductions Reimbursing education costs with an IRA distribution? Be specific, or pay the price.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
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.
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.
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 24, 2008 Dan Caplinger	Government Help That's No Help at All Investors aren't getting enough from the government's new law on retirement accounts.
The Motley Fool October 27, 2009 Dan Caplinger	3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet.
The Motley Fool August 23, 2006 Dan Caplinger	How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance.
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!
Financial Planning July 1, 2007 Ed Slott	RMD Traps A review of the required minimum distribution rules for retirement accounts, and a five-point plan for financial advisors to keep their clients out of trouble.
Financial Planning July 1, 2005 Ed Slott	IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains.
The Motley Fool October 5, 2006 Selena Maranjian	Down Payment Via Your 401(k)? Readers pool their brainpower to discuss the best homebuying strategies.
The Motley Fool June 28, 2010 Dan Caplinger	Forgetting This Could Cost You 50% Don't neglect one simple action with your retirement accounts.
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.
Registered Rep. December 1, 2005 Kevin McKinley	Be a Hero With the Stroke of a Pen Examining your clients' IRA beneficiary designations initially and periodically is good practice. But it should go beyond just i-dotting and t-crossing. A five-minute conversation could lead to millions more for the clients' descendants, and introductions to dozens of potential new clients for you.
Financial Planning May 1, 2010 Ed Slott	They're Baack! Required minimum distributions are back in 2010, and t he provision has left both clients and advisors with a host of questions on what RMDs must be taken in 2010 and how those withdrawals will be calculated.
The Motley Fool September 16, 2004 David Jacobs	Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties.
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
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 June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
Entrepreneur January 2005 Scott Bernard Nelson	The Home Stretch If you're looking for cash to buy a house, your retirement account could open the door.
Financial Planning May 1, 2006 Ed Slott	Prohibition Laws Before you let your clients buy exotic investments for their IRAs, make sure they know what transactions could put their retirement accounts at risk.
The Motley Fool December 15, 2010 Dan Caplinger	Don't Make This IRA Mistake Required minimum distributions are back, and you'd better be ready.
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.
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.
The Motley Fool August 12, 2005 Roy Lewis	When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case.
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.
Commercial Investment Real Estate Jan/Feb 2007 Joan Owens	IRA Investments Real estate transactions in IRAs are very detailed. However, well-informed investors looking to diversify their IRAs may find that investing in commercial real estate is a viable option.
The Motley Fool March 17, 2009 Dan Caplinger	This Easy Step Will Save You Thousands Skipping it could cost your family for generations.
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 April 13, 2006 Robert Brokamp	Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement.