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Financial Planning February 1, 2007 Donald Jay Korn	'B' Prepared Medicare has an unpleasant surprise for upper-income retirees, but worse is yet to come. Here are some of the issues financial planners need to know about.
The Motley Fool May 4, 2006 Robert Brokamp	The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later?
Registered Rep. December 24, 2014 Kevin McKinley	Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like.
Financial Planning April 1, 2011 Donald Jay Korn	Front and Center With baby boomer clients entering the age of Medicare, it will become increasingly important for planners to keep up with the inevitable new wrinkles.
Financial Planning November 1, 2006 Donald Jay Korn	Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning...
Registered Rep. December 12, 2014 Mark Miller	When Paying Taxes on Retirement Accounts Makes Sense It's almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. In some situations, it can make sense.
On Wall Street June 1, 2010 Tim Steffen	Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
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 October 1, 2011 Donald Jay Korn	Age Is Just a Number Clients must withdraw at least certain amounts from their retirement accounts when they reach the age specified under the tax code. Those trying to skip complying face a 50% penalty on any shortfall.
Registered Rep. November 26, 2015 Mark Miller	Medicare Changes Coming Up If you haven't done a check-up on your clients' retirement health care costs lately, it's a good time to update the numbers.
Registered Rep. May 25, 2011 Mark Miller	Pros and Cons of the Healthcare Reform Law The new health reform law already is changing the health insurance market in important ways that will affect your clients' choices and expenses.
Registered Rep. October 23, 2015 Mark Miller	File-And-Suspend No More? File-and-suspend is at the top of Washington's hit list for changes to retirement policy.
Investment Advisor October 2006 Susan Hartman	Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc.
Registered Rep. April 12, 2013 Mark Miller	Retirement and Health Care: Bad Rx You and your clients are likely underestimating how much will be spent on health care during retirement. Here's how to predict the costs.
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.
Financial Planning July 1, 2007 Ed Slott	RMD Traps A review of the required minimum distribution rules for retirement accounts, and a five-point plan for financial advisors to keep their clients out of trouble.
The Motley Fool December 24, 2008 Dan Caplinger	Government Help That's No Help at All Investors aren't getting enough from the government's new law on retirement accounts.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Costs The deductibles and co-payments for Medicare Advantage Plans and prescription-drug plans can vary greatly between particular plans. A thorough examination of such plans is necessary for understanding the costs and to make a good decision about which plan to choose.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
The Motley Fool March 1, 2004	Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible.
On Wall Street December 1, 2010 Susan L. Hartman	Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come.
Registered Rep. June 1, 2012 Kevin McKinley	Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement.
Registered Rep. July 11, 2014 Mark Miller	Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed.
Financial Planning September 1, 2013 Donald Jay Korn	Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere.
Registered Rep. April 1, 2008 Kevin McKinley	Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too.
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.
Financial Planning February 1, 2013 Ilana Polyak	15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
The Motley Fool June 28, 2010 Dan Caplinger	Forgetting This Could Cost You 50% Don't neglect one simple action with your retirement accounts.
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.
Registered Rep. January 2, 2013 Kevin McKinley	Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program.
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 May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
Financial Planning November 1, 2009 Ed Slott	Giving It Back A new IRS ruling can help some taxpayers put unwanted required minimum distributions (RMDs) back.
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.
Registered Rep. April 2, 2014 Kevin McKinley	Old Timers, New Tricks As clients grow older, many planning concepts are targeted towards the hazy phases of their lives. But there are also several specific ages that present new prospects and strategies, especially for those in their 60s.
Commercial Investment Real Estate Jan/Feb 2015 Mary Stark-Hood	2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions.
The Motley Fool August 18, 2006 Dan Caplinger	The Medicare Drug Dilemma: Part 2 What happens when you need to make a change to your Medicare prescription plan? We'll help you figure it out.
Registered Rep. April 24, 2015 Mark Miller	Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy.
Registered Rep. February 20, 2013 Kevin McKinley	Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Medicare Drug Benefit 101 If financial advisers can understand the basics of the new Medicare drug benefit plan, they can provide a great service to their clients -- perhaps even save them money in premiums. Here's where to start.
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
Financial Planning April 1, 2007 Joan Warner	What's Next for Medicare Is America's retirement healthcare plan really in trouble? Here's some good news -- and some hard decisions for your financial advisory clients.
The Motley Fool March 8, 2010 Robert Brokamp	Should You Convert to a Roth? Pros Weigh In When would you like a tax break -- today or tomorrow? The answer may determine if a Roth IRA is right for you.
Financial Planning May 1, 2005 Julian Block	The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them.
Financial Advisor October 2005 O'Donnell & Maher	Health Savings Accounts: To Have And To Hold Offering deductibility, tax-free growth, unpenalized carryovers from year to year, tax-free withdrawals and portability, a health savings account (HSA) is a financial planning tool that needs to be considered by advisers.
Registered Rep. June 26, 2015 Mark Miller	When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement.
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.