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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.   |
Commercial Investment Real Estate
Mar/Apr 2014
Humphrey & Wynne |
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. |
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
March 1, 2012
Ed Slott |
Skirting an IRA Pitfall Because of an agreement they signed with their brokers, some IRA owners may unknowingly be vulnerable to having their whole account taxed. |
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
September 24, 2004
Roy Lewis |
Taxes on Your IRA? Certain investments could produce income that is subject to tax. |
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. |
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
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 Advisor
March 2005
Marla Brill |
Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help. |
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. |
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
October 25, 2005 |
What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow. |
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, 2010
Ed Slott |
Not So Fast The Roth IRA conversion floodgates are open. But while the attraction of "tax-free forever" can be powerful, Roth conversions can trigger unintended tax traps and financial problems that are often not addressed until it's too late. |
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. |
The Motley Fool
June 3, 2010
Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts. |
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! |
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. |
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
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. |
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. |
The Motley Fool
May 12, 2006
Selena Maranjian |
Is This Turbocharged IRA for You? If you're self-employed, your situation is a bit different. You have a special investing opportunity. Meet the SEP IRA. If you qualify for it, it's pretty nifty. |
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. |
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. |
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. |
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. |
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. |
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
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. |
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
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
January 8, 2009
Dan Caplinger |
Why You Need a Self-Directed IRA Get more variety in your retirement accounts. |
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. |
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. |
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. |
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
April 13, 2011
Dan Caplinger |
Get the Most From Your IRA You know you need one. Here's what to do with it. |
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. |
The Motley Fool
December 2, 2009
Dan Caplinger |
Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer. |
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. |
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
July 21, 2006
Selena Maranjian |
IRAs for Working Kids IRAs for teens can be a good investment -- and a great life lesson. |
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. |
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. |
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. |
The Motley Fool
April 12, 2010
Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
Investment Advisor
September 2006
Vicky Schroebel |
The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs. |
