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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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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 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. |
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 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 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. |
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. |
The Motley Fool October 19, 2009 Dan Caplinger |
Your Best Path to Retirement Riches A Roth IRA may not be your best bet. |
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 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. |
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. 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. |
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. |
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 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. |
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. |
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 April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
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. |
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. |
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 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 May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
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. |
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. |
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. |
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. |
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. |
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. |
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! |
Entrepreneur September 2007 Jennifer Pellet |
Roth Redux A new act raises the ban off of Roth IRAs. |
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 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. |
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 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. |
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 20, 2010 Dan Caplinger |
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. |
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. |
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. |
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. |
The Motley Fool March 1, 2004 |
Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible. |
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. |