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Investment Advisor June 2010 Melanie Waddell	FINRA's Ketchum Sees a Fiduciary Future for B/Ds Inappropriate sales of VAs to seniors at top of FINRA regulatory radar.
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 May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
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 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 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 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.
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.
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. March 1, 2008	The Baby Boomer's Inner 800-Pound Gorilla AXA's Super Bowl ads.
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, 2012 Ed Slott	On Guard Even if a client has a self-directed IRA outside your purview, holding documented discussions of the perils could go a long way to protect you as well as your client. It's a good way to show your IRA expertise.
Registered Rep. March 15, 2011 Alan Lavine	Reps Turn To Equity Index Universal Life Insurance Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life.
Investment Advisor April 2010 James J. Green	Annuity Sales Increase Reports released by the Insured Retirement Institute found that the sales of both fixed and variable annuities continued to recover in the fourth quarter of 2009.
The Motley Fool October 9, 2009 Selena Maranjian	A Huge Opportunity Approaches Anyone who wants a regret-free retirement should start reading up on Roth IRAs.
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 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.
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.
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.
Investment Advisor May 2010 Melanie Waddell	Retirement News Research from Vanguard, a new report on long-term care insurance, and Putnam's IRA evaluator.
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.
The Motley Fool December 27, 2011 Dan Caplinger	You've Got 4 Days Left to Do This Roth conversions for 2011 expire Dec. 31.
Financial Planning February 1, 2012 Allan Roth	Betting On A Roth Conversion In these financially tumultuous times, Roth conversion strategies can reduce risk substantially for clients in 2012.
Financial Advisor May 2010 Alan Lavine	Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.
Investment Advisor August 2007 Jaime J. Raskulinecz	The Tax-Free Investing Opportunity When all is said and done, what makes the Roth IRA such a wonderful wealth accumulation device is not just the tax-free nature of accumulation and distributions. It has the potential to add additional decades of tax-free investing beyond what is offered by an ordinary IRA.
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 January 6, 2010 Dan Caplinger	Why You Should Convert to a Roth Right Now With a free do-over in your pocket, there's no reason why you should wait to do a Roth conversion.
Investment Advisor April 1, 2011 Ron Rhoades	An Alternative to FINRA Oversight "I expect FINRA and its allies to continue to push to extend its jurisdiction to some or all investment advisors," says Investment Adviser Association Executive Director David Tittsworth.
Financial Advisor May 2008 Tracey Longo	Sweet Deal Starting in 2010, anyone, regardless of income, can convert his or her traditional IRA to a Roth IRA. Will higher-income investors be prepared to do so?
Investment Advisor June 2008 Melanie Waddell	A Long, Hot Regulatory Summer Rules from the SEC on credit ratings agencies, 12b-1, soft dollars, and hedge funds
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 Advisor November 2011 Evan Simonoff	What Gives At The SEC? For several decades, the Securities and Exchange Commission has contended that it does not have sufficient resources to examine and inspect RIAs. Consequently, many have concluded that Finra is the default option for all RIA regulation.
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 August 23, 2010 Dan Caplinger	This Roth Trick Is a Sure Thing The do-over option lets you keep winners and ditch losers ... if you plan ahead.
Registered Rep. March 11, 2009 Halah Touryalai	Extreme Makeover: SEC With or without an increased budget, the SEC wants to make up for its shortcomings.
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 March 2008	News & Products, March 2008 B/D chief compliance officers can now register for the inaugural CCOutreach BD National Seminar... Merrill Lynch & Co. agreed to pay the city of Springfield, Massachusetts $13.9 million... FINRA elects individuals to fill five regional vacancies... etc.
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 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.
Entrepreneur September 2007 Jennifer Pellet	Roth Redux A new act raises the ban off of Roth IRAs.
Investment Advisor January 1, 2011 Melanie Waddell	FINRA Jockeys for SRO Spot as SEC Report to Congress Nears The Financial Industry Regulatory Authority is engaged in a full-court press to convince the SEC that it should be the SRO for advisors.
The Motley Fool January 27, 2010 Dan Caplinger	Are You Too Old for a Roth IRA? Those with short time horizons miss out on many benefits, but not all.
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 July 1, 2010 Ed Slott	Strange Bedfellows It probably didn't cross your mind that the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act, both signed into law in March, might affect IRA planning.
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 April 13, 2011 Dan Caplinger	Get the Most From Your IRA You know you need one. Here's what to do with it.
Investment Advisor March 2010 James J. Green	B/D News Bulletins and news of interest to broker/dealers from FINRA and the SEC.
Investment Advisor March 2009 Melanie Waddell	Retirement News & Products March 2009 SEC charges Merrill Lynch advisors with securities fraud regarding pensions... New research shows deferred variable assets show promise for wealth transfer market... Research shows 7 of 10 households have a tax-advantaged savings plan through work...
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.
Investment Advisor April 2008 Elizabeth D. Festa	FINRA and SEC Look to Build Bridges Seminars for chief compliance officers includes recommendations for keeping the lines of communication open between broker firms, the Financial Industry Regulatory Authority, and the Securities and Exchange Commission.