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BusinessWeek
August 5, 2010
Capaccio & O'Connor |
Making a Profit on Soldiers' Death Benefits Insurance companies come under fire for holding back billions of dollars in death benefits and paying only a modest interest to beneficiaries.   |
Registered Rep.
October 19, 2010
Alan Lavine |
How To Manage Life Insurance Death Benefit Payments Tread carefully when you help clients decide what to do with their life insurance proceeds after a loved one dies. |
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
February 14, 2008
Rich Smith |
Great Spitzer's Ghost! New York State Attorney General Andrew Cuomo promises to sue UnitedHealth as part of a wide-ranging investigation into alleged collusion and fraud pervading the health insurance industry. |
The Motley Fool
August 25, 2006
Dan Caplinger |
In IRAs We Trust Creating a trust to hold inherited IRA assets is smart but complicated. Here's how to do it. |
Financial Planning
September 1, 2008
Ed Slott |
Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel. |
Financial Planning
March 1, 2007
Ed Slott |
Unexpected Complications Non-spousal rollovers from employer plans into inherited IRAs are now tax-free -- but financial advisors should tread cautiously. |
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. |
Registered Rep.
November 30, 2015
Kevin McKinley |
Five Estate Planning Moves Advisors Should Consider You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road. |
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. |
Registered Rep.
December 5, 2007
Halah Touryalai |
Spitzer Returns! New York A.G. Probes Wall Street On Mortgage-Backed Securities The punches keep on coming for some of Wall Street's biggest firms, as a handful of firms were sent subpoenas late this summer courtesy of New York State Attorney General. |
Financial Planning
September 1, 2011
Ed Slott |
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. |
InternetNews
January 10, 2008 |
New York Starts Antitrust Probe Into Intel The office of New York Attorney General Andrew Cuomo said it launched a formal investigation into Intel Corp to determine whether the world's biggest chipmaker violated state and U.S. antitrust laws to squeeze out its rival, Applied Micro Devices. |
The Motley Fool
October 5, 2010
Andrew Bond |
Robo-Signers Spell More Trouble for Banks A new fiasco exposes big mortgage lenders to fraud charges. |
The Motley Fool
August 20, 2009
Tim Beyers |
Should Your Broker Pay for Your Losses? When New York Attorney General Andrew Cuomo on Monday sued Charles Schwab for allegedly misrepresenting the risks inherent with auction-rate securities, he sent a message: Take care to warn investors early and often, or suffer the consequences. Is this a good idea? |
Registered Rep.
January 1, 2003
Kevin McKinley |
Putting On Heirs In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, "When you die, who will get your money?" |
Managed Care
December 2004
Ed Silverman |
Spitzer Just Getting Started on Health Care Initial reports of alleged rigged insurance bids focused on major brokers and insurers of commercial lines. But then news quickly surfaced that the New York attorney general was also going to look at the health insurance industry. |
Registered Rep.
October 23, 2013
Kevin McKinley |
Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road. |
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. |
Financial Advisor
September 2009
Mary Rowland |
A Bigger Net If mistakes are made with a trust, a beneficiary may soon be able to sue more than the trustee. |
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. |
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. |
Investment Advisor
September 2006
Vicky Schroebel |
The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs. |
The Motley Fool
December 13, 2010
Dayana Yochim |
Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms. |
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! |
Registered Rep.
March 21, 2006
Kevin Burke |
Former Prudential Broker Barred for Market Timing A federal judge barred for life a former Prudential Securities broker for failing to respond to an order instituting proceedings issued by the SEC over fraud charges. But that may be the least of his worries. |
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
September 27, 2006
Dan Caplinger |
Pension Reform and You How might the Pension Protection Act affect your pension? |
Registered Rep.
December 17, 2007
John Churchill |
Advisors Should Learn From Student Loan Investigation Allegations from an ongoing lawsuit should serve as a reminder to financial advisors that whatever services they offer to clients as part of a financial solution -- whether it's a mortgage or a mutual fund -- they had better disclose any conflicts of interest. |
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 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
March 1, 2011
Ed Slott |
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. |
Financial Planning
November 1, 2006
Ed Slott |
Stretching Benefits The new Pension Protection Act contains the most sweeping changes to U.S. pension rules in more than 30 years. Buried in the 900-plus pages of this tax act are several gems that create new retirement planning opportunities for your financial advisory clients. |
BusinessWeek
June 23, 2011
Margaret Collins |
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. |
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
May 4, 2007
Emil Lee |
MetLife Fights Through Headwinds Despite a tough environment, the insurer posted solid returns. The stock could be interesting for investors. |
The Motley Fool
September 16, 2004
David Jacobs |
Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties. |
The Motley Fool
May 30, 2011
Chris Birk |
Military Families Find Signs of Progress in the Fight Against Financial Exploitation Those who make great sacrifices are often targeted by the unscrupulous. That may be changing. |
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. |
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. |
The Motley Fool
April 12, 2010
Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
Financial Planning
July 1, 2011
Ed Slott |
Beneficiary Battles If a client wants to name someone other than a spouse as the beneficiary of a 401(k) or other ERISA retirement plan, it is a two-step process. |
Financial Planning
March 1, 2008
Ed Slott |
Rollover Confusion What's the current rule on non-spouse rollovers from company plans under the Pension Protection Act of 2006? Do company plans have to allow this or not? Read on for the confusing rules regarding this. |
Financial Planning
November 1, 2008
Ed Slott |
Are IRAs Safe? The good news: Retirement accounts are federally insured up to $250,000 per bank. Congress raised the limit from $100,000 in 2006. |
The Motley Fool
January 28, 2005
Roy Lewis |
What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs. |
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. |
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. |
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. |
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. |
