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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.   |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. |
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. |
The Motley Fool
March 30, 2011
Selena Maranjian |
Vital Tax Tips for the Unemployed If you're looking for work, this advice could save you money. |
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. |
The Motley Fool
February 17, 2005
William Stecker |
The Oft-Missed Deduction Did you know that expenses incurred in the production of income are deductible? When it comes to investment expenses, let Uncle Sam help. |
Registered Rep.
April 1, 2008
Kevin McKinley |
Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too. |
Financial Planning
June 1, 2011
Katie Kuehner-Hebert |
Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble. |
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
April 13, 2010
Robert Brokamp |
The 5-Minute Retirement Plan It doesn't have to be terribly hard, but the earlier you start the better. Just buy a target retirement fund, which automatically allocates your investments across an appropriate mix of stocks and bonds, both domestic and international. |
The Motley Fool
June 23, 2006
Roy Lewis |
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. |
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. |
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. |
CFO
January 10, 2007
Marie Leone |
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. |
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
November 17, 2010
Selena Maranjian |
If You Don't Have a 401(k) There's more than one way to build a strong retirement. |
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!... |
AskMen.com
Nick Kennedy |
2010 Tax Planning Guide Follow these steps to try to take a smarter approach in your dealings with Uncle Sam. |
The Motley Fool
June 3, 2010
Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts. |
AskMen.com
Michael Estrin |
8 More Tax Tips Spending a few hours on your taxes can be well worth your time. Don't overlook these deduction possibilities: sales taxes, non-cash donations, IRA contributions, worthless stock, miscellaneous deductions, FICA overpayment, amended returns, and casualty deductions. |
The Motley Fool
January 13, 2010 |
Cut Your Taxes in 7 Easy Steps Do some research and don't wait until April. |
The Motley Fool
March 29, 2007
Mary Dalrymple |
Stop Paying High Taxes! A little planning can go a long way toward reducing your tax expenses. |
The Motley Fool
July 7, 2007
Elizabeth Brokamp |
5 Easy Ways to Save on Taxes There are more ways than you think to keep Uncle Sam's paws off your hard-earned cash. 1. Take advantage of perks at work... 2. Be cool; stay in school... etc. |
The Motley Fool
March 3, 2005
Robert Brokamp |
Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
The Motley Fool
June 13, 2007
Robert Brokamp |
Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay. |
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
February 28, 2006
Robert Brokamp |
Let Uncle Sam Fund Your IRA While it's nice to get that refund every year, you'd be better off not overpaying in taxes, and instead investing a little bit each month. It all comes down to the time value of money. |
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
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
February 27, 2004
Roy Lewis |
Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance. |
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
January 7, 2005
Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? |
Commercial Investment Real Estate
Jan/Feb 2004
Feuerstein & Marsden |
Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes. |
Registered Rep.
May 1, 2006
Kevin McKinley |
Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor. |
The Motley Fool
March 3, 2011
Selena Maranjian |
Don't Miss Out on These Tax Breaks! Why pay Uncle Sam more than you have to? |
The Motley Fool
February 5, 2009
Dan Caplinger |
Get Uncle Sam to Pay for Your IRA Huge tax benefits add up. |
Financial Planning
December 1, 2005
Deborah Fox |
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. |
The Motley Fool
April 27, 2009
Dayana Yochim |
The Best Parking Spots for Long-Term Savings Please start making plans for the way-off future ASAP. The sooner you get your retirement savings squared away, the better off you'll be. |
The Motley Fool
October 9, 2006
Tim Beyers |
Foolish Advice on Long-Term Care Insurance Opinions vary when it comes to long-term care insurance. It's not for everyone, but it might be for you. |
The Motley Fool
January 19, 2011
Selena Maranjian |
Stop Giving Uncle Sam Extra Money: 3 Tax Tips These tips won't make April 15's impending bill any more pleasant. But with any luck, they could leave you with a bit more money in the bank than you'd otherwise have. |
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! |
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. |
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. |
Investment Advisor
October 2007
Susan L. Hirshman |
Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships. |
The Motley Fool
February 19, 2004
Selena Maranjian |
10 Tax Tips Be smart about your taxes and save big bucks. Get a little tax info under your belt and you may be able to save some big bucks, plus decrease your odds of getting audited. One good tip is simply to submit a neat return -- sloppy ones may be more likely to get audited. |
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. |
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. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
