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By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
March 13, 2012
The tax code provision that allowed IRA owners to contribute up to $100,000 directly from their IRA to the qualified charity of their choice–without recognizing the donation as income–expired at the end of 2011, and Congress has given no indication if it will be renewed.
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By Melanie Waddell, AdvisorOne |
September 23, 2011
The SEC’s Office of Investor Education and Advocacy and NASAA issued an Investor Alert warning investors of the potential risks associated with investing through self-directed IRAs.
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
July 29, 2011
The Tax Court recently upheld penalties against a couple who bought into a traditional IRA to Roth conversion scheme.
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By John Bock |
July 26, 2010
Estate planning that contemplates retirement plans is becoming more prevalent and important.
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By John Bock |
July 26, 2010
What do money managers need to know now?
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By Janet Levaux, AdvisorOne |
May 1, 2009
Lou Harvey, president of Boston-based Dalbar Inc., which provides third-party audits and evaluation services to the financial-services industry, says that more change is coming in...
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By Grace W. Weinstein |
April 1, 2007
Individual Retirement Accounts started out as small potatoes. With annual contributions capped at $1,500 in the initial years from 1974 through 1981, then locked in...
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By Brandon Buckingham |
January 1, 2007
Most Americans can no longer rely on pension plans or Social Security to provide guaranteed income for life. Instead, more baby boomers must rely on...
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By Lynn O'Shaughnessy |
September 1, 2006
Last fall, Kiplinger's Personal Finance ran a story that featured a professional home remodeler who bought a fixer-upper with cash inside his Individual Retirement Account...
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By Melanie Waddell, AdvisorOne |
March 1, 2006
To help their baby boomer clients generate a decent income stream in retirement, advisors are increasingly investing their clients' self-directed IRAs in alternative assets--everything from...
