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Registered Rep. September 29, 2015 Kevin McKinley	Five Tax-Smart Strategies For Turbulent Markets Here are five steps your clients can take to boost their net returns by reducing their income taxes and capital gains taxes.
Registered Rep. September 17, 2014 Kevin McKinley	The Tax Advantages of Donor-Advised Funds Developing a long-term approach for the right clients now can prevent a lot of subsequent year-end scrambling and save a sizable amount of taxes.
The Motley Fool March 2, 2007 Selena Maranjian	Your Tax Rate: Marginal vs. Effective Learn the truth behind tax-bracket myths.
The Motley Fool February 14, 2005	What's an IRA? Be tax-smart and save for tomorrow, all with a handy savings account.
The Motley Fool February 4, 2004 Robert Brokamp	Taxes, Cuts, and Politics [Tax Q&A] Since much of the election comes down to taxes -- and since the tax filing deadline is looming -- we thought we'd offer a brief lesson on how your tax bill is calculated, followed by a quick look at whose tax bills will be lower this year.
Registered Rep. June 1, 2012 Kevin McKinley	Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
The Motley Fool December 30, 2005 Roy Lewis	What's Your Bracket? Everybody should know how to arrive at his or her tax bracket, and use it to its maximum advantage. It's an important number, and a number that you'll need to know before you make any tax-based decisions.
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.
Registered Rep. October 17, 2014 Kevin McKinley	Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
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.
Registered Rep. March 1, 2005 Kevin McKinley	In Praise of Work Four out of five baby boomers plan on working after they retire from their "real" jobs. Here's how you can help them realize the tax, Social Security and financial benefits of their labor, while avoiding the pitfalls.
The Motley Fool September 29, 2006 Roy Lewis	What's My Tax Bracket? Everybody should know how to arrive at his or her tax bracket, and use it to its maximum advantage. It's an important number that you'll need to know before you make any tax-based decisions. Make sure you know yours!
The Motley Fool February 27, 2009 Dan Caplinger	5 Great Ways to Trim Your Taxes Here are the five best things you can do to trim your taxes, both now and in the future.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
Entrepreneur January 2010 Carol Tice	A New Way to Save Beginning in January, new tax provisions give high-income earners an opportunity to transfer money from a traditional IRA into a Roth IRA.
The Motley Fool January 28, 2010 Dan Caplinger	The Hidden Cost of Roth Conversions Raising your taxable income can cause collateral damage on your taxes.
The Motley Fool January 27, 2006 Roy Lewis	Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...
Financial Planning April 1, 2012 Donald Jay Korn	Bracket Blues About 30 years ago, all Social Security benefits were tax-free. That's history, but there are still many ways planners can crack the tax code and save money for seniors and disabled clients.
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.
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.
The Motley Fool November 4, 2010 Selena Maranjian	Good and Bad News for Your 401(k) Maxing out this retirement account can produce powerful results.
On Wall Street June 1, 2011 Tom Roseen	Performance Drags: A Curse To Wealth Accumulation Loads, expenses and taxes can have a significant impact on fund returns over the long haul.
The Motley Fool March 11, 2010 Dan Caplinger	Smart Moves to Secure Your Retirement It takes a lifetime of smart investing to build up the nest egg you need to have a financially secure retirement. Once you've successfully retired, though, it still takes clever planning to hang onto as much of your money as you possibly can.
The Motley Fool January 13, 2010	Cut Your Taxes in 7 Easy Steps Do some research and don't wait until April.
Financial Planning May 1, 2005 Julian Block	The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them.
The Motley Fool October 26, 2010 Selena Maranjian	Keep Uncle Sam's Hand out of Your Wallet A little strategy can save you thousands of dollars in taxes.
The Motley Fool February 21, 2006 Selena Maranjian	Save $165,000 With Your IRA There's a lot to learn and a lot to like about IRAs: tax-free capital gains are yours for the taking.
The Motley Fool December 1, 2009 Dan Caplinger	4 Things You Must Get Done This Month Don't let the year end without paying attention to your taxes, saving more for retirement, spending your flex plan money, and making a plan for investing.
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 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.
Registered Rep. March 14, 2013 Kevin McKinley	Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
The Motley Fool January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
The Motley Fool January 7, 2005 Roy Lewis	Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?
Registered Rep. February 20, 2013 Kevin McKinley	Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
The Motley Fool October 12, 2010 Selena Maranjian	3 Ways to Find an Extra $1,000 in Savings It's probably easier than you think.
On Wall Street August 1, 2010 Bill Fleming	The New Tax Strategy Demands Multi-Year Planning With two tax jumps coming in 2011 and 2013, it's time to examine what is in your control.
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.
The Motley Fool December 15, 2009 Dayana Yochim	4 Year-End Money "Must-Dos" Don't drop the ball on these -- get them done before the ball drops!
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.
On Wall Street December 1, 2010 Susan L. Hartman	Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come.
The Motley Fool December 19, 2003 Roy Lewis	11th-Hour Tax Moves You have less than two weeks to reduce this year's tax bill.
The Motley Fool May 28, 2009 Dayana Yochim	Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future.
The Motley Fool December 5, 2007 Dayana Yochim	Year-End Money "Must-Dos" The procrastinator's guide to four essential December tax moves and what you can put off (for now).
The Motley Fool May 4, 2006 Robert Brokamp	The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later?
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.
The Motley Fool October 19, 2009 Dan Caplinger	Your Best Path to Retirement Riches A Roth IRA may not be your best bet.
The Motley Fool January 26, 2010 Dan Caplinger	Why a Roth May Be Wrong for You Converting to a Roth isn't the best solution for everyone, and unfortunately, you can't figure out the best answer for yourself by looking at just a single issue.
Financial Advisor June 2004 Michael E. Kitces	The Roth 401(k) May Be Here Soon President Bush has proposed the creation of a Roth 401(k) Employer Retirement Savings Account to begin effective January 1, 2005.