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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. mark for My Articles similar articles
Financial Planning
January 1, 2005
Ed Slott
Exceptional Flexibility New 72(t) rulings can help your financial advisory clients tap their retirement funds early-penalty-free. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 3, 2004
David Braze
Roth IRA Conversion Considerations This is a good time of year to be thinking of your IRA plans. The ability to ultimately take tax-free withdrawals from a Roth IRA makes a conversion seem attractive. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 31, 2009
Dan Caplinger
The Best Way to Save for Nearly Anything Even though a Roth IRA was designed as a way to help you save for retirement, you don't have to use it that way. In fact, when it comes to Roth IRAs, you have a lot of choices -- even ones that aren't available with traditional IRAs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2013
Ed Slott
Cut Taxes for 2013 A portion of the health care law could carry some unpleasant surprises for high-income taxpayers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Nick Kennedy
Hyman Roth On Roth IRAs With new rule changes coming in 2010, we examine if a Roth IRA still makes sense -- with quotes from the Godfather's Hyman Roth for guidance. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 6, 2006
Roy Lewis
Top 10 Roth IRA Questions The Roth is a powerful investing tool. Find out how to make it work for you. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
October 18, 2004
Lewis Braham
Easing The Tax Bite On Your IRA Converting your retirement account now to a Roth IRA lets you take advantage of today's low rates. mark for My Articles similar articles
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. mark for My Articles similar articles
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! mark for My Articles similar articles
Financial Planning
September 1, 2008
Ed Slott
Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel. mark for My Articles similar articles
Financial Planning
September 1, 2006
Ed Slott
IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
September 2007
Jennifer Pellet
Roth Redux A new act raises the ban off of Roth IRAs. mark for My Articles similar articles
BusinessWeek
August 13, 2009
Amy Feldman
Is a Roth IRA Right for You? New rules beginning in 2010 will allow higher-income holders of traditional IRAs to convert to a Roth IRA. But it pays to run the numbers first. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 3, 2004
Dayana Yochim
Ignore Your IRA Don't dip into your retirement money, even when you're allowed to. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 27, 2010
Dan Caplinger
Are You Too Old for a Roth IRA? Those with short time horizons miss out on many benefits, but not all. mark for My Articles similar articles
The Motley Fool
May 17, 2004
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. mark for My Articles similar articles
Financial Planning
September 1, 2010
Ed Slott
Starting Over Below are a few Roth recharacterization traps your client might face and how you can avoid or even fix them. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Kevin McKinley
Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
March 1, 2007
Kevin McKinley
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off. mark for My Articles similar articles
BusinessWeek
October 22, 2009
Chris Farrell
Should You Roth? Converting your 401(k) to a Roth IRA may be your best retirement bet, but you'll still get a tax bill mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2014
Humphrey & Wynne
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. mark for My Articles similar articles
The Motley Fool
December 20, 2011
Dan Caplinger
Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential. mark for My Articles similar articles