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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
September 8, 2009
Dan Caplinger
This Smart Money Move Is Worth Waiting For On Jan. 1, millions of investors will get an opportunity that many have never had before -- the ability to convert some of their retirement funds into a Roth IRA. 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
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
Financial Planning
September 1, 2010
Ed Slott
Starting Over Below are a few Roth recharacterization traps your client might face and how you can avoid or even fix them. 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
BusinessWeek
October 18, 2004
Lewis Braham
Easing The Tax Bite On Your IRA Converting your retirement account now to a Roth IRA lets you take advantage of today's low rates. mark for My Articles similar articles
The Motley Fool
January 5, 2010
Dan Caplinger
The Smartest Money Move You'll Ever Make The right answer to this question could mean millions. the doors are open for those who want to convert existing retirement accounts to Roth IRAs. And never before have so many people been interested in making the move. 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
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
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
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 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. mark for My Articles similar articles
Financial Planning
September 1, 2006
Ed Slott
IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years. mark for My Articles similar articles
Financial Planning
January 1, 2010
Ed Slott
The Year of the Roth In 2010, you should evaluate whether roth conversions make sense for all your clients. Here's what to do. 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
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
January 4, 2010
Dan Caplinger
This Amazing Opportunity Begins Today Until today, many didn't have access to what may prove to be the most important investing tool you'll ever find, but Roth IRAs are now open to everyone. 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
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. mark for My Articles similar articles
The Motley Fool
January 8, 2010
Dan Caplinger
The Right Way to Invest Your Roth Make your Roth a key part of your financial strategy. mark for My Articles similar articles
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? 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
Investment Advisor
May 2008
Melanie Waddell
Introducing the Wealthy to Roth IRAs Advisors take heed: The income limit on participants in Roth IRAs disappears in 2010. 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
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
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
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
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. 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
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
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
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
The Motley Fool
July 14, 2009
Dan Caplinger
The Best Way to Invest $5,000 Today You really need this weapon in your investing arsenal. If you're not using a Roth IRA to invest up to its current maximum of $5,000 per year -- $6,000 for those 50 or older -- then you should remedy that situation quickly. Your portfolio's depending on it. mark for My Articles similar articles
Financial Planning
November 1, 2010
Ed Slott
Just Do It Many clients are still sitting precariously on the fence, trying to decide whether a 2010 Roth conversion makes sense. mark for My Articles similar articles
Financial Planning
September 1, 2009
Donald Jay Korn
Roth Revolution Starting in 2010, anyone can convert a traditional IRA to a Roth IRA, regardless of income. mark for My Articles similar articles
Financial Planning
January 1, 2013
Ed Slott
Cut Taxes for 2013 A portion of the health care law could carry some unpleasant surprises for high-income taxpayers. 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
Entrepreneur
September 2007
Jennifer Pellet
Roth Redux A new act raises the ban off of Roth IRAs. 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
October 11, 2007
Dan Caplinger
The One Place to Start Investing Today The perfect thing for a young novice investor to do with between $1,000 and $4,000 is to open up a Roth IRA account. 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
February 1, 2010
Dru Donatelli
Rethinking Roth Conversion Unlike most investment decisions, if a client's Roth conversion doesn't go as well as you planned, you can turn back the clock to fix the problem. 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 20, 2010
Dan Caplinger
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. mark for My Articles similar articles
The Motley Fool
January 27, 2010
John Rosevear
This New Tax Law Could Make You Rich A small change to the IRA rules has created a huge opportunity. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2011
Ed Slott
Not So Fast Just as 2010 may have been the year of the Roth conversion, 2011 may be the year of the Roth recharacterization. mark for My Articles similar articles
The Motley Fool
March 1, 2004
Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible. mark for My Articles similar articles
On Wall Street
January 1, 2009
Bennett Voyles
Moving to a Roth IRA in a Bear Market The down market may be a good time to consider changes in your clients' retirement accounts. mark for My Articles similar articles