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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 December 21, 2004 Selena Maranjian	Fed Up With Brokerage Fees? Are you being charged unnecessary fees on your retirement account? You can do better.
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 May 1, 2007 Ed Slott	She Said, They Said Can your financial advisory client actively participate in a company's retirement plan without being active in the plan?
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?
The Motley Fool October 7, 2005 Selena Maranjian	Fund That IRA Now Why delay tax-free growth? Sock your money away in your IRA now.
The Motley Fool January 30, 2008 Roy Lewis	Wash Sales and Your IRA Don't fall into a trap with your tax losses. A recent ruling shows that the IRS is paying close attention to wash-sale rules.
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 April 13, 2010 Selena Maranjian	The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules.
The Motley Fool October 30, 2009 Sean Ryan	Banks Desperately Seeking Fee Revenue Banks that rely heavily on overdraft fees are preparing to reintroduce monthly maintenance fees on checking accounts for most customers.
Financial Advisor April 2005	Frontline News 529 Plans Could Face New Restrictions... View Boomers As Four Separate Groups, Oppenheimer Says... Teslik Discusses CFP Board Changes... New Challenges For Pension Funds... NFP Acquires Highland Capital... etc.
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 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.
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.
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.
Financial Planning July 1, 2008 Stacy Schultz	Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return.
The Motley Fool April 14, 2008 Selena Maranjian	Get Rich via Hidden Fees Turn the tables on fees and let them work for you instead of against you.
Registered Rep. June 1, 2015 Megan Leonhardt	Compensation Survey 2015: Crunching the Numbers The industry has come a long way in embracing a fee-based business.
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.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
Registered Rep. July 20, 2007 Christina Mucciolo	SIFMA Says Keep the 12b-1 Fees, Ad Infinitum The securities industry is fighting tooth and nail to save 12b-1 fees, which it says are a necessary part of doing business.
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 September 24, 2004 Roy Lewis	Taxes on Your IRA? Certain investments could produce income that is subject to tax.
The Motley Fool May 11, 2010 Dan Caplinger	These Dumb Laws Will Cost You You should realize that easily avoidable fees like overdraft and ATM charges actually benefit you, and there's an easier way to avoid bank fees.
The Motley Fool January 17, 2012 Dan Caplinger	5 Smart Stocks for Your IRA Get these companies into your retirement portfolio.
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 December 21, 2004	60-Second Guide to IRAs Take a moment -- just a minute! -- to contribute to your retirement.
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.
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.
The Motley Fool April 12, 2010 Dan Caplinger	The Key Decision You Must Make This Week Which kind of IRA should you open?
Financial Planning October 2, 2007 Jeff Auld	Save 12b-1 Fees Independent reps and smaller clients will suffer if the SEC decides to cut this form of compensation.
The Motley Fool February 5, 2009 Dan Caplinger	Get Uncle Sam to Pay for Your IRA Huge tax benefits add up.
Entrepreneur May 2006 Jennifer Pellet	New Set of Rules The IRS is helping and hindering small businesses with two new initiatives.
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.
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.
Registered Rep. March 6, 2012	RIA Rising: Befogged Investors Struggle with the Math Understanding the rules of investing can be a daunting task for clients, but some new data by Charles Schwab released today suggests the confusion may run deeper than you'd think.
Financial Planning March 1, 2007 Elizabeth O'Brien	White Paper Money Far From Mouth When It Comes to Retirement Savings: Advisors can play an integral role in helping clients maximize their retirement savings.
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 March 29, 2006 Robert Brokamp	Turn Taxes Into Retirement You probably overpay in taxes and undersave for retirement. It's time to turn that around.
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. 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 July 1, 2013 Patrick Sweeny	How to Talk About Your Fees Clients deserve straight answers on the ways they pay for your services.
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 January 13, 2004 Robert Brokamp	Retirement Changes for 2004 Uncle Sam will let you sock even more money away in tax-advantaged accounts.
The Motley Fool November 24, 2008 Dan Caplinger	4 Fees You Don't Need to Pay In this era of competition among financial-services firms, you don't need to settle for excessive fees.
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 March 9, 2007 Mary Dalrymple	Fee, Fie, 401(k), Fum How much do you know about your 401(k) fees?
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 November 15, 2010 Dan Caplinger	Stop This Dumb Fee Once and for All 12b-1 fees are a relic of a dying breed of mutual funds.
The Motley Fool February 2, 2007 Roy Lewis	Borrow From Your IRA! It's a simple way to get your hands on a considerable amount of money without having to fill out a bunch of forms or pay any additional loan fees or other expenses, and you don't have to pay interest on the loan during that 60-day period.