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The Motley Fool
June 28, 2010
Dan Caplinger |
Forgetting This Could Cost You 50% Don't neglect one simple action with your retirement accounts.   |
The Motley Fool
December 15, 2010
Dan Caplinger |
Don't Make This IRA Mistake Required minimum distributions are back, and you'd better be ready. |
The Motley Fool
December 24, 2008
Dan Caplinger |
Government Help That's No Help at All Investors aren't getting enough from the government's new law on retirement accounts. |
Registered Rep.
April 16, 2014
Kevin McKinley |
RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point. |
Financial Planning
October 1, 2011
Donald Jay Korn |
Age Is Just a Number Clients must withdraw at least certain amounts from their retirement accounts when they reach the age specified under the tax code. Those trying to skip complying face a 50% penalty on any shortfall. |
Financial Planning
July 1, 2007
Ed Slott |
RMD Traps A review of the required minimum distribution rules for retirement accounts, and a five-point plan for financial advisors to keep their clients out of trouble. |
Financial Planning
May 1, 2010
Ed Slott |
They're Baack! Required minimum distributions are back in 2010, and t he provision has left both clients and advisors with a host of questions on what RMDs must be taken in 2010 and how those withdrawals will be calculated. |
Financial Planning
November 1, 2009
Ed Slott |
Giving It Back A new IRS ruling can help some taxpayers put unwanted required minimum distributions (RMDs) back. |
Financial Planning
November 1, 2007
Ed Slott |
Annual Physical The end of the year is a good time to check your clients' retirement accounts for mistakes that could cause headaches later on. |
The Motley Fool
March 17, 2009
Dan Caplinger |
This Easy Step Will Save You Thousands Skipping it could cost your family for generations. |
The Motley Fool
August 23, 2006
Dan Caplinger |
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. |
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
April 19, 2007
Dan Caplinger |
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. |
The Motley Fool
October 27, 2009
Dan Caplinger |
3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet. |
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? |
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
January 16, 2007
Mary Dalrymple |
Fall in Love With IRA Meet the account that will become your best friend in retirement. |
Investment Advisor
September 2006
Vicky Schroebel |
The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs. |
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
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. |
Financial Planning
July 1, 2008
Ed Slott |
Saving a Stretch In a recent private letter ruling, the IRS allowed an IRA beneficiary to take distributions over her lifetime, even though she neglected to take the first two years' required minimum distributions (RMDs) from the inherited IRA. |
Registered Rep.
December 12, 2014
Mark Miller |
When Paying Taxes on Retirement Accounts Makes Sense It's almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. In some situations, it can make sense. |
The Motley Fool
August 10, 2010
Dan Caplinger |
You Need These Stocks in Your IRA These dividend payers and REITs need the protection of tax-favored accounts. |
The Motley Fool
June 3, 2009
Dan Caplinger |
4 Easy Steps to a Richer Future If you got a late start saving for retirement, here's how you can get caught up. |
The Motley Fool
February 10, 2011
Selena Maranjian |
Prepare for a Different Kind of Retirement A flexible strategy now can help you enjoy your golden years. |
Investment Advisor
October 2006
Susan Hartman |
Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc. |
Financial Planning
March 1, 2005
Ed Slott |
The IRA Imbroglio Most advisers haven't kept current on rules governing retirement distributions. Here are some for-instances. |
Financial Planning
May 1, 2008
Ed Slott |
Time To Convert? If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service rules you should be aware of. |
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 20, 2011
Dan Caplinger |
Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential. |
The Motley Fool
August 25, 2010
Dan Caplinger |
3 New Rules for a Richer Retirement The same old strategies won't work anymore. |
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. |
The Motley Fool
November 17, 2010
Chuck Saletta |
Saving for Retirement Can Help You Today Even if your retirement is decades away. |
Financial Planning
January 5, 2008
Ed Slott |
Flip-Flop The IRS says firms must allow non-spouse beneficiaries to transfer retirement plan funds directly to an inherited IRA. Advisors should be aware that this change in the IRS's position is certainly not a reason to leave money in an employer plan. |
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
August 26, 2011
Dan Caplinger |
4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available. |
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. |
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
November 13, 2006
Robert Brokamp |
The Right Stocks for Retirement For a secure retirement, it is important to invest in stocks that regularly pay dividends. Here's why. |
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? |
The Motley Fool
July 31, 2009
Dan Caplinger |
Retire Rich With These Stocks Stick with these winners even after you quit. If you're approaching or in retirement, think about how dividend stocks can play a larger role in your investment strategy. |
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. |
The Motley Fool
July 6, 2011
Dan Caplinger |
Make Your Retirement Savings Go Further People have saved more than ever, but how can they utilize the best strategies to turn their investments into cash? |
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
July 15, 2011
John Rosevear |
5 Stocks for a Great Retirement Because you know Social Security just isn't going to do it. |
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
April 13, 2006
Robert Brokamp |
Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement. |
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. |
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
September 19, 2011
Dan Caplinger |
Let the IRS Help You Retire Rich Make the most of tax-favored accounts. |
