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Financial Planning May 1, 2006 Ed Slott	Prohibition Laws Before you let your clients buy exotic investments for their IRAs, make sure they know what transactions could put their retirement accounts at risk.
Commercial Investment Real Estate Jan/Feb 2007 Daniel Cordoba	Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender.
The Motley Fool January 8, 2009 Dan Caplinger	Why You Need a Self-Directed IRA Get more variety in your retirement accounts.
Commercial Investment Real Estate Jan/Feb 2007 Joan Owens	IRA Investments Real estate transactions in IRAs are very detailed. However, well-informed investors looking to diversify their IRAs may find that investing in commercial real estate is a viable option.
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.
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 October 25, 2005	What Your IRA Can Do Tend to your IRA today, and reap great rewards tomorrow.
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.
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.
Financial Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
The Motley Fool October 24, 2011 Dan Caplinger	Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs.
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!
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.
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.
Registered Rep. May 21, 2015 Kevin McKinley	Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client.
The Motley Fool June 10, 2004	What Your IRA Can Do You may be less limited than you think in how you can invest your IRA.
Financial Advisor July 2007 Marla Brill	IRAs That Are Outside The Box Self-directed IRAs allow clients to decide where they want their IRA money to play. But there is a down-side, too.
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 May 4, 2007 John Rosevear	Waiter, There's a Hedge Fund in My IRA! Should you hold real estate or hedge funds in your IRA?
BusinessWeek February 6, 2006 Toddi Gutner	Blaze Your Own IRA Trail With a self-directed account, your funds can seek out unconventional investments.
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.
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.
CFO October 1, 2006 Lori Calabro	A Chance to Direct Self-directed IRAs offer a wide range of investments -- and an even wider list of rules.
The Motley Fool April 14, 2007 Elizabeth Brokamp	Alternative Uses for IRAs They're not just for retirement anymore. In some cases, you can get your hands on your IRA money before age 59 1/2 and not pay a penalty. Pay for college... Pay for a house... etc.
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.
Commercial Investment Real Estate Mar/Apr 2014 Humphrey & Wynne	Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros.
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 August 20, 2004 Roy Lewis	Deduct IRA Losses? In Some Cases If the market has made a dent in your retirement account, there are instances when you may deduct the losses.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
Financial Planning January 1, 2006 Ed Slott	Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
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.
The Motley Fool December 2, 2009 Dan Caplinger	Your IRA Needs These Stocks Get everything you can from the tax advantages IRAs offer.
The Motley Fool April 4, 2008 Dan Caplinger	The Best Stocks for Your IRA With time running out to make an IRA contribution for the 2007 tax year, you'll need to get on the ball. Here are a few tips for picking the best stocks for your new IRA.
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.
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.
Registered Rep. April 16, 2014 Kevin McKinley	RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point.
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.
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 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.
The Motley Fool January 26, 2009 Dan Caplinger	Nondeductible IRAs: Worth the Hassle? Why lock up your money without a good benefit? For high-income individuals who are covered by a retirement plan at work there's a type of IRA that you don't hear much about.
Investment Advisor March 2006 Melanie Waddell	Retirement Plan Advisor: Retirement.alt Thinking of putting alternatives in clients' IRAs? You've got plenty of help, and company.
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.
The Motley Fool January 23, 2006 Mathew Emmert	Redefining the "R" in IRA Think IRAs are just for stocks and bonds? Think again. A small but growing number of companies offer custodial services for truly self-directed IRAs -- ones that allow alternative investments in addition to all the traditional ones.
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.
The Motley Fool January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
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.
Entrepreneur November 2007 Farnoosh Torabi	To Thine Own Self Want more investment options? With a self-directed IRA, you decide where your money goes.
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.
The Motley Fool April 13, 2006 Robert Brokamp	Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement.