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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 Mar/Apr 2014 Humphrey & Wynne	Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros.
Financial Planning March 1, 2012 Ed Slott	Skirting an IRA Pitfall Because of an agreement they signed with their brokers, some IRA owners may unknowingly be vulnerable to having their whole account taxed.
The Motley Fool September 24, 2004 Roy Lewis	Taxes on Your IRA? Certain investments could produce income that is subject to tax.
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.
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 July 21, 2006 Selena Maranjian	IRAs for Working Kids IRAs for teens can be a good investment -- and a great life lesson.
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.
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.
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 Advisor March 2007 Gregory Bresiger	Distribution Nightmare Ready to rollover a client's inherited nonspousal IRA? Look out, financial advisor! There's plenty of danger just around the corner, if one is not a tax specialist.
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 February 5, 2009 Dan Caplinger	Get Uncle Sam to Pay for Your IRA Huge tax benefits add up.
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 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.
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.
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.
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.
The Motley Fool October 7, 2005 Selena Maranjian	Fund That IRA Now Why delay tax-free growth? Sock your money away in your IRA now.
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 September 23, 2005 Roy Lewis	Privately Stocking Your IRA You can add non-publicly traded companies' shares to your IRA -- but you may not want to.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
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?
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.
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.
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.
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.
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 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.
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
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 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!
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.
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 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 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.
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 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 January 17, 2012 Dan Caplinger	5 Smart Stocks for Your IRA Get these companies into your retirement portfolio.
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 January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
The Motley Fool February 14, 2005	What's an IRA? Be tax-smart and save for tomorrow, all with a handy savings account.
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 December 8, 2010 Jeff Rose	Roth IRA or Thrift Savings Plan Here we look at two popular savings plans available to service members, their families, and United States Federal Government employees.
The Motley Fool May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
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.
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 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.
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.