Clients have a way of getting around the government's limits on how much they can contribute to these tax-free retirement accounts, according to the website Motley Fool. This article takes a close look at those limits and how some clients can still find ways to make contributions. -- Motley Fool
Whether your client is investing in stocks, bonds, ETFs or mutual funds in a 401(k) retirement account, Investor's Business Daily suggests that now's the time they should check to if these are the right choices for the year ahead. One equity strategist's approach is to overweight U.S. stocks and underweight 10-year Treasuries, as well as overweight financial services stocks, U.S. small-cap stocks, energy stocks and industrial companies' stocks. -- Investor's Business Daily
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How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.
February 14 -
There are ways around having to pay as much as a 50% penalty. Plus, inheriting Roth IRAs and designing more efficient retirement portfolios.
January 31 -
Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.
January 25 -
Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.
January 17
Clients with a significant amount of money in an IRA, profit-sharing plan, 401(K) or other qualified plan have a strategy available that may dramatically increase their after-tax wealth, according to The Naples Daily News. To avoid taxes on their savings in qualified retirement plans, clients can try an approach called the "Retirement Plan Rescue," which allows them to use a certain portion of their retirement plan funds to purchase a single life or second-to-die insurance. -- The Naples Daily News
