Most Recent IRA Planning Articles

Reducing taxes on IRA distributions during life or death
Article By Steve Savant
January 9, 2012

Save or invest?
Article By Rodney Ballance
September 29, 2011

Do I dump the 401(k) when the pink slip comes?
Article By Dave Thomas
August 10, 2011

Understanding how annuities are treated under the tax code
Article By Jason Kestler
July 14, 2011

The self-directed IRA, Pt. 5: current IRA taxes (UBTI & UDFI)
Article By Warren Baker
May 18, 2011

The self-directed IRA, Pt. 4: Estate planning challenges with self-directed IRAs
Article By Warren Baker
April 13, 2011

The self-directed IRA, Pt. 2: What clients are doing and why
Article By Warren Baker
March 3, 2011

The self-directed IRA, Pt. 1: formation
Article By Warren Baker
February 17, 2011

The self-directed IRA: Retirement dream or tax nightmare?
Article By Warren Baker
January 26, 2011

When will alternative investments get a permanent seat at the table?
Article By Jason Lampa
January 13, 2011

Another IRA rescue life insurance sales strategy to avoid
Article By Roccy DeFrancesco
January 13, 2011

Estate planning primer, Pt. 4: Estate planning for retirement benefits
Article By Julius Giarmarco
December 3, 2010

IRAs 101
Article By Jason Kestler
October 21, 2010

Beneficiary designations for Roth IRAs, Pt. 1
Article By Jason Kestler
September 28, 2010

What's required to convert to a Roth IRA?
July 26, 2010

How are nondeductible IRAs taxed when converted to a Roth IRA?
June 23, 2010

How to pay the income tax on a Roth IRA conversion
May 26, 2010

Medicaid planning issues, Pt. 1: Repositioning IRA assets so clients can qualify for Medicaid
Article By Roccy DeFrancesco
May 14, 2010

An in-depth look at the 2010 Roth IRA conversion opportunity
Article By Tom Anderson
April 22, 2010

Roth hype: $40M producer interview
Article By Brian Lucius
April 16, 2010

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