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Financial Advisor July 2007 Marla Brill	IRAs That Are Outside The Box Self-directed IRAs allow clients to decide where they want their IRA money to play. But there is a down-side, too.
Financial Planning January 1, 2012 Ed Slott	On Guard Even if a client has a self-directed IRA outside your purview, holding documented discussions of the perils could go a long way to protect you as well as your client. It's a good way to show your IRA expertise.
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.
Entrepreneur November 2007 Farnoosh Torabi	To Thine Own Self Want more investment options? With a self-directed IRA, you decide where your money goes.
The Motley Fool June 10, 2004	What Your IRA Can Do You may be less limited than you think in how you can invest your IRA.
BusinessWeek February 6, 2006 Toddi Gutner	Blaze Your Own IRA Trail With a self-directed account, your funds can seek out unconventional investments.
The Motley Fool January 8, 2009 Dan Caplinger	Why You Need a Self-Directed IRA Get more variety in your retirement accounts.
Investment Advisor March 2006 Melanie Waddell	Retirement Plan Advisor: Retirement.alt Thinking of putting alternatives in clients' IRAs? You've got plenty of help, and company.
The Motley Fool May 4, 2007 John Rosevear	Waiter, There's a Hedge Fund in My IRA! Should you hold real estate or hedge funds in your IRA?
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.
Commercial Investment Real Estate Mar/Apr 2014 Humphrey & Wynne	Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros.
Commercial Investment Real Estate Jan/Feb 2007 Daniel Cordoba	Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender.
CFO October 1, 2006 Lori Calabro	A Chance to Direct Self-directed IRAs offer a wide range of investments -- and an even wider list of rules.
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 October 24, 2011 Dan Caplinger	Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs.
Investment Advisor November 2006 Elizabeth D. Festa	Buy Local: Real Estate for Income While the overall real estate market has cooled a great deal in the past year, there are still many opportunities for investors.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
Inc. August 2007 Dalia Fahmy	Retirement Riches Fund your company by tapping IRAs.
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
Investment Advisor December 2005	Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks.
The Motley Fool October 25, 2005	What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow.
The Motley Fool January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
Registered Rep. June 1, 2006 Lynn O'Shaughnessy	Rolling Up the Rollovers Financial advisors who embrace IRA-distribution planning gain the wealth of a virtually untapped niche market. Here's how to get started.
Financial Planning October 1, 2012 Warren Baker	Mitt Romney's Huge IRA Raises Questions For Advisors Mitt Romney's huge IRA gives a wake up call to advisors to ensure their clients don't venture into the muddy waters of the prohibited-transaction rules.
The Motley Fool January 23, 2006 Mathew Emmert	Redefining the "R" in IRA Think IRAs are just for stocks and bonds? Think again. A small but growing number of companies offer custodial services for truly self-directed IRAs -- ones that allow alternative investments in addition to all the traditional ones.
Financial Planning November 1, 2008 Ed Slott	Are IRAs Safe? The good news: Retirement accounts are federally insured up to $250,000 per bank. Congress raised the limit from $100,000 in 2006.
Investment Advisor November 2005 David J. Huber	The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble.
The Motley Fool September 9, 2004	IRA Accounts 101 Are you making the most of this important retirement savings vehicle?
Registered Rep. July 1, 2004 Susan L. Hirshman	Rollover Advisor Man In some cases, better even than an IRA is a managed account, which lets clients benefit from a variety of special features not commonly available in 401(k) plans or traditional IRA rollover accounts.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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 August 24, 2005	Stocks and Funds in IRAs Your IRA may be more flexible -- and valuable -- than you think.
The Motley Fool April 7, 2007 Elizabeth Brokamp	5 IRA Myths What you should know about your IRA but probably don't. Myth: You can't touch the money in your IRA until you are 59 1/2... Myth: Other than a company match, there's really no difference between an IRA and a 401(k)... etc.
Commercial Investment Real Estate Mar/Apr 2005 Gretchen Pienta	The Private Investment Pool Commercial real estate professionals help private investors dive into this growing market.
The Motley Fool December 2, 2009 Dan Caplinger	Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer.
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.
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.
Financial Planning May 1, 2013 Jim Grote	How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership.
The Motley Fool September 26, 2006 Selena Maranjian	Know Your IRAs You may know the bare basics: that an IRA can help you build a secure retirement. But if that's all you know, you may end up sending your $4,000 contribution for 2005 to the wrong IRA.
The Motley Fool August 29, 2005 Dayana Yochim	Forgotten 401(k)s If you have money sitting in a former employer's retirement plan, consider taking control of that dough. Doing so gives you more investment options at a lower cost.
Financial Advisor March 2007 Gregory Bresiger	Distribution Nightmare Ready to rollover a client's inherited nonspousal IRA? Look out, financial advisor! There's plenty of danger just around the corner, if one is not a tax specialist.
The Motley Fool January 12, 2009 Dan Caplinger	4 Reasons Your IRA Will Make or Break You Whether you think about it just once a year or follow it every day, your IRA gives you several investing advantages you won't find in your other accounts.
Financial Planning May 1, 2012 Ann Marsh	Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides.
AskMen.com Dan Carter	Basics Of Real Estate Investing It is never easy to make the most of your investments, but there is one option that remains a solid, steadily profitable venue for your money. This, of course, is real estate -- a wise choice through good times and bad.
The Motley Fool January 16, 2007 Mary Dalrymple	Fall in Love With IRA Meet the account that will become your best friend in retirement.
The Motley Fool January 26, 2006 Dayana Yochim	Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job?
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.
U.S. Banker October 2002 John Adams	Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships.
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.
The Motley Fool April 13, 2011 Dan Caplinger	Get the Most From Your IRA You know you need one. Here's what to do with it.