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Financial Planning July 1, 2006 Ed Slott	NUA No-No's Do your clients have company stock in their 401(k)? The net unrealized appreciation option could save on taxes, assuming they don't make one of these five mistakes.
Financial Planning June 1, 2008 Gavin Morrissey	Executive Privilege Immediate income taxation and concentrated equity risk are issues that must be addressed by clients who elect to distribute net unrealized appreciation.
The Motley Fool September 1, 2004 Nathan Slaughter	Beware of IRA Rollovers! The 401(k). For some of us, this one account might become our single-largest asset. If only there were a way to convert the tax on all those profits from ordinary income rates to capital gains rates.
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.
BusinessWeek July 2, 2008 Ellen Hoffman	Retirement Words You Need to Know Before you make retirement decisions, make sure you understand the lingo.
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?
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.
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 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.
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?
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.
The Motley Fool July 15, 2009 Dayana Yochim	How to Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put.
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.
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.
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.
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 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 January 13, 2004 Dayana Yochim	The Old 401(k) Conundrum When not to roll over your 401(k) funds.
Investment Advisor May 2006 Chris Blunt	Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization.
Financial Planning November 1, 2006 Ed Slott	Stretching Benefits The new Pension Protection Act contains the most sweeping changes to U.S. pension rules in more than 30 years. Buried in the 900-plus pages of this tax act are several gems that create new retirement planning opportunities for your financial advisory clients.
The Motley Fool September 25, 2006 David Braze	Changing Jobs? Take Care of Your 401(k) Know your options to get the most out of those retirement funds.
The Motley Fool April 13, 2006 Robert Brokamp	Dueling Fools: IRA Bear Rebuttal Stuffing your traditional IRA right up until the day you retire may not be the best idea.
The Motley Fool February 1, 2005 Dayana Yochim	When Not to Roll Over Sometimes it's best to leave your 401(k) money with your old boss.
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.
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 April 1, 2010 Robert Brokamp	The Worst Thing to Do With Your 401(k) Starting a new job? You might have some questions.
The Motley Fool July 24, 2008 Dayana Yochim	How To Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put.
The Motley Fool September 7, 2005 Dayana Yochim	What About My 401(k)? "One-size-fits-all" doesn't work for even the most straightforward money management conundrums.
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.
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 February 8, 2006 Selena Maranjian	Roll Over, Cash! Nowadays, it's quite common for people to change jobs every few years. If this sounds like you, there are some important retirement concepts you should consider.
The Motley Fool April 19, 2005 Dayana Yochim	Retirement Account Overload Roth or regular IRA? 401(k) or annuity? Where's the best place to park your investments?
The Motley Fool July 23, 2004 Dayana Yochim	Forgotten 401(k)s Take your retirement account back from your former employer.
The Motley Fool January 20, 2005 Robert Brokamp	Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help.
The Motley Fool August 26, 2011 Chuck Saletta	How to Make the Biggest Investment of Your Life Saving for retirement takes a lifetime but has huge payoffs.
The Motley Fool January 13, 2004 Dayana Yochim	Trillion-Dollar Treasure Trove You can ignore a lot of little money tasks and suffer few consequences. But letting your money wallow in a former employer's retirement plan is really wasting opportunity. If you have money sitting in a former employer's account, now's the perfect time to take it back.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
The Motley Fool January 16, 2009 Dan Caplinger	The No-Cost Way to Fix Flawed 401(k)s We've already got a perfectly good alternative.
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.
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 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 November 9, 2006 Mary Dalrymple	Young and Foolish Don't skip retirement savings when you're just starting your career.
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 September 7, 2007 Rich Duprey	Add Horsepower to Your Retirement Starting your retirement plan late? Just because you've fallen behind, there's no reason to stay behind. Supercharge it with this two-step program.
The Motley Fool November 15, 2004	Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan.
The Motley Fool March 5, 2010 Dan Caplinger	This Could Save You From Financial Disaster It's not just about retirement. Tax-favored retirement accounts like IRAs and 401(k) plans come with a host of benefits.
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.
The Motley Fool June 23, 2006 Dan Caplinger	Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from.
Financial Planning November 1, 2005 Ed Slott	IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times.