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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Inc.
August 2007
Dalia Fahmy
Retirement Riches Fund your company by tapping IRAs. mark for My Articles similar articles
The Motley Fool
January 20, 2009
Dan Caplinger
The Tough Call That Could Make You Rich With employer 401(k) plans, tax-deferred annuities, and more types of accounts with "IRA" in their names than you know what to do with you may have trouble deciding which type of retirement account will make the most difference in the long run. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 26, 2011
Dan Caplinger
4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 16, 2007
Mary Dalrymple
Fall in Love With IRA Meet the account that will become your best friend in retirement. mark for My Articles similar articles
The Motley Fool
February 8, 2006
Selena Maranjian
Stick It to Uncle Sam Take advantage of legal ways to avoid paying taxes. Giver yourself a little time to learn about tax issues, and you may be surprised at how much you can save. mark for My Articles similar articles
The Motley Fool
November 20, 2006
Mary Dalrymple
Rule Your Rollover The world of retirement has changed, and that means more responsibility for workers. The trade-off also means more choice and more control for investors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
Investment Advisor
November 2005
Christopher G. Laucks
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. mark for My Articles similar articles
The Motley Fool
September 9, 2004
IRA Accounts 101 Are you making the most of this important retirement savings vehicle? mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Planning
September 1, 2013
Donald Jay Korn
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Dan Caplinger
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. mark for My Articles similar articles
The Motley Fool
October 24, 2011
Dan Caplinger
Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 20, 2009
Dan Caplinger
Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 4, 2010
Dan Caplinger
This Amazing Opportunity Begins Today Until today, many didn't have access to what may prove to be the most important investing tool you'll ever find, but Roth IRAs are now open to everyone. mark for My Articles similar articles
The Motley Fool
June 3, 2010
Nathan Alderman
What the Fool Is an IRA? Learn the basics of individual retirement accounts. mark for My Articles similar articles
Financial Planning
May 1, 2012
Scott Wenger
New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye. mark for My Articles similar articles
The Motley Fool
April 20, 2009
Dan Caplinger
The Best Wealth-Maker for the Next 35 Years For 35 years, IRAs have helped in the quest for a secure retirement. Use them well, and they'll become an important part of your overall financial plan. mark for My Articles similar articles
Financial Planning
May 1, 2013
Ingrid Case
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. mark for My Articles similar articles
The Motley Fool
November 15, 2004
Make Your 401(k) Work Harder Take one minute to maximize your employer-sponsored retirement plan. 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
Financial Advisor
September 2009
John Carl
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. mark for My Articles similar articles
The Motley Fool
March 23, 2011
Dan Caplinger
Don't Blow This Millionaire-Making Opportunity The easiest and best way to get started with your retirement savings is by opening an IRA. And thanks to a quirk of the calendar, you have until April 18 this year to get it done. mark for My Articles similar articles
Investment Advisor
February 2010
Melanie Waddell
Retirement Planning: Top Trends in Retirement Longevity risk takes center stage. Also on tap this year will be the likely approval by Congress of the auto IRA, which many small employers will be required to offer. mark for My Articles similar articles
Financial Planning
September 1, 2007
Ed Slott
The Final Word Once you have invested in Roth 401(k)s, how do you get the money out or roll it into a Roth IRA? When will distributions be qualified and tax-free? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 22, 2007
Mary Dalrymple
Save for Retirement Your Way Under the new Roth 401(k) option, you can elect to pay tax first, then put away your money for retirement. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
Registered Rep.
March 28, 2012
Lena S. Rizkallah
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. mark for My Articles similar articles