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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. |
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. |
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. |
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. |
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. |
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. |
Financial Advisor October 2009 Joel P. Bruckenstein |
Doing The Math Technology tools can help make Roth conversions easier. |
The Motley Fool May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
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. |
The Motley Fool October 19, 2009 Dan Caplinger |
Your Best Path to Retirement Riches A Roth IRA may not be your best bet. |
Financial Advisor February 2010 Andrew Gluck |
The Roth Puzzle New tools may help advisors determine whether a Roth conversion makes sense. |
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. |
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. |
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. |
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. |
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 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. |
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 April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
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. |
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? |
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 October 31, 2006 Dan Caplinger |
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. |
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 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. |
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. |
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. |
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 April 14, 2005 Robert Brokamp |
Save More Now, Play Much More Later How much will saving just $100 more a month improve your retirement? |
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. |
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. |
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. |
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. |
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 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. |
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. |
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 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. |
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. |
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. |
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. |
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... |
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. |
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. |
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. |
The Motley Fool October 5, 2011 Dan Caplinger |
This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion. |
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. |
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. |
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? |
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. |