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The Motley Fool
April 22, 2004
Selena Maranjian
How to Save for College College is expensive, no doubt about it -- but you can afford it. mark for My Articles similar articles
The Motley Fool
January 8, 2007
Mary Dalrymple
To Prepay or Not to Prepay, Revisited Weigh your desire to prepay your mortgage with your other financial goals. 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
Registered Rep.
August 18, 2010
Behrendt & Panosh
Life Insurance Vs. Roth Conversion There may be an alternative strategy for higher net worth clients who are intrigued by the tax-free growth of a Roth IRA, but who ultimately reject the Roth conversion because of its negative income tax implications. 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
The Motley Fool
August 18, 2006
Selena Maranjian
A Roth IRA Loophole It's not so bad to be rich anymore. There's a new loophole wealthier savers may be able to take advantage of. mark for My Articles similar articles
Financial Advisor
October 2009
Joel P. Bruckenstein
Doing The Math Technology tools can help make Roth conversions easier. 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
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
October 19, 2009
Dan Caplinger
Your Best Path to Retirement Riches A Roth IRA may not be your best bet. mark for My Articles similar articles
Financial Advisor
February 2010
Andrew Gluck
The Roth Puzzle New tools may help advisors determine whether a Roth conversion makes sense. mark for My Articles similar articles
Financial Planning
January 1, 2011
Ed Slott
Q&A: Roth IRAs Advisors should be ready for a slew of new tax-related questions about 2010 and 2011 Roth IRA conversions. Here are some of the most frequent questions I receive from financial advisors. mark for My Articles similar articles
Registered Rep.
September 16, 2013
Lynn O'Shaughnessy
The Real Costs of College A net price calculator allows clients to look beyond sticker prices to focus on the only price that matters to a mom and dad: the price they'll pay for their child to attend college. 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
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
February 14, 2005
What's an IRA? Be tax-smart and save for tomorrow, all with a handy savings account. mark for My Articles similar articles
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. 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
The Motley Fool
April 12, 2010
Dan Caplinger
The Key Decision You Must Make This Week Which kind of IRA should you open? mark for My Articles similar articles
The Motley Fool
December 27, 2010
Dayana Yochim
New Year. More Money. Here's How. Before you burn out, accomplish a major New Year's money resolution. Here's how. mark for My Articles similar articles
The Motley Fool
January 28, 2004
Robert Brokamp
Save More Now, Play Much More Later If you socked away an additional $100 a month, how much would your retirement improve? 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
The Motley Fool
October 31, 2006
Dan Caplinger
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. 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
The Motley Fool
January 29, 2010
Dan Caplinger
Answer This Question Before You Convert Your IRA How you plan to use your retirement money makes a difference in whether you should convert your IRAs to Roths. 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
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
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. mark for My Articles similar articles
The Motley Fool
April 14, 2005
Robert Brokamp
Save More Now, Play Much More Later How much will saving just $100 more a month improve your retirement? 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 Planning
December 1, 2009
When to Roth After last year's crisis, clients are more curious than ever about their portfolios. In order to keep your clients coming to you for advice, you need the most up-to-date information. mark for My Articles similar articles
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. 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
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
February 20, 2007
Robert Brokamp
You Must Get a Plan Knowing what your future net worth will look like when you want to spend it is the way to make sure your investments really pay off. 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
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. mark for My Articles similar articles
The Motley Fool
April 9, 2008
Dan Caplinger
The Investment Opportunity You Can't Afford to Miss The Roth IRA celebrates 10 years of tax savings. But right now, you have only another week to take advantage of it for 2007 -- and the savings are too good to miss. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Scott Carter
Managing Your IRA The generous gift from the government called an Individual Retirement Arrangement, or IRA for short, is a gift that few Americans take advantage of. The following is an IRA rundown, complete with tips on managing it. mark for My Articles similar articles
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. mark for My Articles similar articles
PC World
March 2001
Steve Nelson
Fiscal Fitness Best-selling personal finance author Steve Nelson shows how to turn your PC into a sleek money-management machine... mark for My Articles similar articles
The Motley Fool
March 11, 2004
Can You Retire Early? What does it take to kiss the boss good-bye at age 50? For most people, a 30-year career is quite enough, thank you very much. But is early retirement realistic for you? We don't have all the answers -- but we do have many of the questions you'll have to ask yourself to make that decision. Let's take a look. mark for My Articles similar articles
Investment Advisor
April 2010
Michael S. Fischer
The Roth Wave Tax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, according to a new study. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 5, 2011
Dan Caplinger
This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion. 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
Registered Rep.
April 22, 2011
Lynn O'Shaughnessy
Online Cost Calculators May Revolutionize the College Application Process The federal government has mandated that colleges and universities must install net price calculators on their websites by the end of October. 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
Financial Planning
September 1, 2009
Ed Slott
Taking It Back Many clients who did a Roth conversion last year have seen their account values decline, some drastically so. Now is the time to look at recharacterization to eliminate the tax liability on the lost account value. mark for My Articles similar articles