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Entrepreneur July 2010 Julie Bennett |
Should You Tap Your 401(k) to Start Your Business? Thousands of Americans are using retirement savings to start new businesses. Some thrive, others founder. Is the gamble worth it? |
Registered Rep. May 9, 2014 Mark Miller |
Fund A Business With a 401(k)? Any new business is a risk. But Jan and Chuck Morris financed theirs with a little-known transaction called rollover-as-business-startup. |
Financial Advisor November 2010 Alan Lavine |
New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options. |
Entrepreneur October 2005 Joan Szabo |
No Refuge Entrepreneurs should be wary of the new tax shelter- reporting requirements lurking in the American Jobs Creation Act of 2004. |
Entrepreneur January 2007 C.J. Prince |
Show Me the Money You can fund your new franchise in traditional ways - or you can get a little creative. |
Financial Advisor September 2004 Marla Brill |
The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs. |
Inc. March 2006 |
What to Ask Your Accountant The right tax preparer can make all the difference. Here are four key questions to ask before tax time rolls around. |
CFO April 1, 2008 Randy Myers |
The Loan Danger Borrowing from 401(k) accounts can be a bad deal all around and places a large burden on employers. |
Financial Planning March 1, 2006 Ed Slott |
Sticker Shock Now that the IRS is charging more for private letter rulings, advisers need to be more careful when advising clients on IRA distributions. |
CFO Andrew Osterland |
Ready to Pounce? The IRS has taken a predatory stance against tax shelters. But several court decisions have altered the rules of the chase... |
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. |
CFO November 1, 2004 Don Durfee |
Shelter Fallout How much will the government's crackdown on tax shelters affect ordinary companies? More than you think. And not surprisingly, some finance professionals find the government's tactics alarming. |
The Motley Fool September 17, 2004 Roy Lewis |
Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan. |
The Motley Fool May 21, 2004 Roy Lewis |
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future. |
Financial Advisor October 2004 Gregory Bresiger |
Are Big Tax Savings Really Worth the Risk? IRS cracks down on individuals with questionable shelters. Financial advisors warn that many of these strategies are not worth the risk of audit and possible civil and criminal penalties. |
The Motley Fool April 17, 2007 Roy Lewis |
I Can't Afford My Taxes! Some suggestions on what to do if you owe more than you expected. |
The Motley Fool April 5, 2007 Mary Dalrymple |
Help! I Owe Taxes! Don't panic if your expected tax refund turns out to be a tax bill. Resist the urge to stick your head in the sand and hope the IRS will just go away. It won't, and avoiding the problem will only make it worse. |
The Motley Fool October 29, 2009 Dan Caplinger |
This Common Move Will Get You Nowhere Don't give up on your retirement. 46% of all those who left their jobs chose to cash out their 401(k) plan balances, take the money, and run. |
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 April 2, 2004 Roy Lewis |
Can't Pay Your Taxes? If your tax bill is more than you can afford, take steps to minimize penalties and interest. |
AskMen.com Ryan Ortega |
Good Debt vs. Bad Debt Figuring out which debt to carry -- good vs. bad -- can help you maneuver your personal finances into positive territory. |
HRO Today Heller & Della Torre |
Audits of Outsourced Retirement Plans Relying on CPAs to turn up potential issues now is a better alternative than for plan participants or the IRS to discover shortcomings. |
CFO January 1, 2006 Kris Frieswick |
Crackdown The IRS is taking a tough line on corporate tax cheats. According to commissioner Mark Everson, combating abusive tax shelters will remain a top priority for the IRS in 2006. In view of this, some companies are girding for battle. |
The Motley Fool June 8, 2010 Nathan Alderman |
What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss. |
Investment Advisor July 2008 Elizabeth D. Festa |
Graff's Goal at ASPPA: Closing the Gap The head of the American Society of Pension Professionals & Actuaries says he is cognizant of the challenges for employees' savings plans in the current market environment. |
Entrepreneur September 2006 Mark Henricks |
Nest Egg Nudge Add value to your business with an employee retirement plan. |
The Motley Fool December 8, 2007 Elizabeth Brokamp |
Setting Up a Solo 401(k) Self-employed? Maximize your tax savings this year by opening up a solo 401(k). |
CFO July 15, 2008 Alix Stuart |
Don't Mess with the IRS The IRS is taking companies to court more often, and winning. Is it time to rethink your tax position? |
Financial Planning August 1, 2011 Ingrid Case |
Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law. |
Investment Advisor July 1, 2011 Melanie Waddell |
Retirement Plans' Perilous Future Between threats of cutting tax benefits and crackdowns on non-compliant plans, for the retirement industry stakes are higher than they ever were. |
The Motley Fool February 7, 2005 Rich Duprey |
Retire the IRS Way? Regulation proposal will offer sweeping overhaul of 403(b) plans. Feb. 14 deadline for public comment nears. |
The Motley Fool March 18, 2009 Dan Caplinger |
Don't Let Audit Fears Cost You Money Taxes aren't any fun, so it doesn't make any sense to pay more than you have to. As long as you're doing the right thing, the specter of an IRS audit shouldn't keep you from getting every penny you're entitled to. |
The Motley Fool January 28, 2009 Dayana Yochim |
Stop Paying a Toll to Invest in Your 401(k) The fine-print fees are stealing from your retirement. |
The Motley Fool July 15, 2009 Dayana Yochim |
How to Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put. |
CFO March 15, 2006 Ronald Fink |
Deemed If You Don't U.S. multinational companies may have a new way to avoid tax on foreign collateral, if a financing arrangement by chemical giant Huntsman Corp. passes muster. |
The Motley Fool July 15, 2005 Roy Lewis |
Loans and Family: Do They Mix? Thinking about lending money to a relative? Take a look at these tips first. |
BusinessWeek July 28, 2003 Howard Gleckman |
Tax-Shelter Crackdown: Theater or Reality? From the look of things, the Internal Revenue Service has declared war on the tax-shelter industry. Surely, the campaign has slowed an explosion of shelters. But there may be less to the effort than meets the eye. |
Registered Rep. November 1, 2002 Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business. |
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. |
Financial Advisor September 2008 Mike Sheets |
Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years. |
Financial Advisor December 2009 Karen DeMasters |
A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers. |
Financial Planning January 1, 2007 Ed Slott |
Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business. |
The Motley Fool November 20, 2006 Mary Dalrymple |
Rule Your Rollover The world of retirement has changed, and that means more responsibility for workers. The trade-off also means more choice and more control for investors. |
Inc. March 2006 |
Red Flags There's no surefire way to avoid being audited, but there are red flags to watch for. Here are six big ones. |
The Motley Fool January 16, 2007 Mary Dalrymple |
Fall in Love With IRA Meet the account that will become your best friend in retirement. |
The Motley Fool January 13, 2004 Dayana Yochim |
The Old 401(k) Conundrum When not to roll over your 401(k) funds. |
The Motley Fool February 1, 2005 Dayana Yochim |
When Not to Roll Over Sometimes it's best to leave your 401(k) money with your old boss. |
The Motley Fool July 23, 2004 Dayana Yochim |
Forgotten 401(k)s Take your retirement account back from your former employer. |
AFP eWire June 19, 2013 Dennis Walsh |
Guidelines to Ensure Your Nonprofit Isn't Next on the IRS's List It is important for those charged with governance of exempt organizations to consider stakeholder perspectives in determining executive pay levels and the peril that may result when oversight doesn't meet public expectations. |
AskMen.com Terence Channon |
Tax Myths These common tax myths will only lead to time-consuming research, and perhaps a higher tax bill instead of a hefty return. |