Results for "individual retirement accounts (IRAs)"
Displaying 608 results
May 24, 2009
Individual retirement account owners under 59½ who take a distribution from their IRA are subject to a 10% penalty on the taxable amount of the distribution. But there are several exceptions to the penalty. For example, IRA owners with a continuing...
May 17, 2009
President Obama wants as much as $1 billion to establish a federal organization to oversee his proposed automatic-IRA plan. The specific government re-sources devoted to this program which could enroll an estimated 75 million people in direct-deposit...
May 8, 2009
President Obama has asked for $1 billion to create a new agency that will support the automatic individual retirement account proposal included in his 2010 budget. Details of this automatic pension program which would require companies that...
April 26, 2009
Chances are, you have clients in financial distress, with a need for ready cash. Just a few years ago, they might have taken out a home equity loan or sold their home. Today, selling a home is difficult, and home equity lines of credit are being...
March 24, 2009
Only advisers who are independent of mutual funds, brokerage firms, insurance companies and other entities that sell financial products could give advice on individual retirement accounts if House Health, Employment, Labor and Pensions Subcommittee...
March 10, 2009
Situation: Your wealthy client, age 72, has a sizable individual retirement account and is wondering whether to make charitable contributions from the IRA in 2009. Solution: Congress extended the provision to make charitable contributions directly...
March 2, 2009
The challenge: Because of the increase in corporate layoffs, retirement plan rollovers are becoming more important. As weve discussed over the past several weeks, grabbing your share of the business requires becoming a retirement expert and...
December 4, 2008
This month and next, help your clients by advising them to use a 2008 Roth IRA conversion to take advantage of the stock market decline. That will be the case for clients who meet these two criteria: They have traditional individual retirement...
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