October Deadline to Unwind an IRA is Here

5:10 am, October 15, 2013

October 15 is the deadline to recharacterize an IRA.


Roth IRA Reversal Deadline is October 15

1:28 pm, October 14, 2013

The IRS deadline to recharacterize your IRA is here.

real estate

Use Your IRA to Buy Retirement Real Estate Now

9:00 am, July 15, 2013

Here's the top 15 real estate hot spots in the U.S. and advice on how to use retirement plan vehicles to buy.


Should Your Kids Get an IRA to Play With?

12:00 pm, February 14, 2012

Retirement may not be on your mind watching your kids play, but planning now can pay off big.


Recharacterize Your Roth IRA Conversion

3:00 pm, September 13, 2011

With the market downturn in recent months, you may want to hit the free "undo" button on your Roth.


Undoing a Roth IRA Conversion May Save Money

2:27 pm, September 06, 2011

The stock market's summer nosedive was extra painful for those who recently converted their Individual Retirement Accounts to Roths.


IRAs Under $5,000 Could Get Kicked to the Curb

2:00 pm, July 28, 2011

Brokerages might drop millions of IRA account holders if a proposed labor rule takes effect.


In Your 50s? Create Your Own Pension

5:00 pm, June 23, 2011

Retirees need a stream -- a pension income stream. An immediate fixed annuity can get the funds flowing.


In Your 40s? Avoid the IRA 'Double Tax'

3:30 pm, May 09, 2011

Heirs might dodge a double tax a couple of ways, including by you planning distributions to them.


The Nondeductible IRA Is a Bad Idea

5:00 pm, April 14, 2011

Don't subject your investments to a higher tax rate when you don't need to.

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