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1-100 out of 100 article(s)
Title Author Type Date Words
uMonitor Selects Wolters Kluwer Financial Services' Industry-Leading Compliance Documents For Its Online Account Opening and Funding Systems. Jun 17, 2008 653
Stimulus Payments Withdrawn from IRAs, Tax-favored Accounts. Jun 1, 2008 133
Retirement Plan Service Provider May Be Liable For Breach Of ERISA Fiduciary Duty In Cross-Selling Rollover IRAs Invested In Proprietary Mutual Funds. May 8, 2008 3746
Nichols president urges the renewal of tax incentives. May 5, 2008 377
What Are You Losing By Not Contributing to Your IRA Today? from Informa Research Services. Apr 9, 2008 521
Smart, Simple Banking & Mortgages Just Became Smarter and Simpler at ING Direct. Apr 9, 2008 453
Error on State Tax Form for IRA Income Phase Out Amount. Apr 8, 2008 354
Master your money: have plenty of financial questions, but few answers? Start moving up the learning curve with our 10 things you need to know about your finances. Taylor, Chris Apr 1, 2008 2759
SIMG Launches Class C Shares For Small And Mid Cap Funds. Mar 31, 2008 526
Using the power of IRAs to sell more real estate. Raskulinecz, Jaime Mar 26, 2008 856
Rulings On Class Certification, Expert Testimony And Summary Judgment In Case Involving Sales Of Annuities For Qualified Retirement Plans. Mar 18, 2008 1119
For New Rollovers, Schwab Provides Investors Professional Portfolio Management and No Schwab Managed Portfolios Program Fees for the First Year. Mar 13, 2008 702
Americans Report They Would Use a Cash Windfall to Invest in Their Future, Not Go Shopping. Mar 12, 2008 792
Poll: Florida Educators Worry They Haven't Saved Enough to Retire. Feb 25, 2008 430
Despite Economic Uncertainty and Market Volatility, Many IRA Owners Committed to Making Contributions for 2007 Tax Year. Feb 20, 2008 1410
Just in Time for Tax Season: Investopedia.com's Income Tax Guide and IRA Special Features. Feb 7, 2008 282
Tax-Deferral Key to Generating Retirement Savings, Providing Additional Retirement Income. Feb 4, 2008 1015
In times of need. Delaney, Trevor Brief article Feb 1, 2008 222
Scottrade Announces New Directors to Operations Team. Jan 30, 2008 490
TIAA-CREF Introduces Lifecycle Retirement Income Fund. Jan 22, 2008 1441
Get the right mix. Anderson, James A. Jan 1, 2008 2917
Year-End Deadline Looms for Self-Employed to Maximize Retirement Savings and Tax Benefits. Dec 10, 2007 402
Retirement assets hit $16.6 trillion in 1st Q. Nov 19, 2007 160
New Distributions Calculator from Pacific Life. Nov 13, 2007 389
Down But Not Out: IRA Real Estate is the Bright Spot in Today's Slumping Real Estate Market According to RPIC. Nov 6, 2007 529
RPIC Offers Real Estate Professionals a Solution to the Soft Housing Market and the Sub-Prime Mortgage Meltdown. Oct 30, 2007 483
The Next Big Revenue Boom: IRA Real Estate, According to RPIC (Retirement Property Investment Corporation). Oct 23, 2007 485
Tales from the forum: CalCPA Estate Planning Committee discussion forum has the answers. Woodford, John R. Oct 1, 2007 914
Women Still Struggling with Saving for Retirement. Sep 24, 2007 1358
Galligan, Doyle, Reid, & Galligan, P.C. Files Class Action Suit Against Principal Financial Group and Princor Financial Services. Sep 14, 2007 394
Taxing retirement. Delaney, Trevor Aug 1, 2007 279
Beneficial benefits: colleges and universities are expanding employee benefits to attract and retain talent. Patton, Carol Aug 1, 2007 2669
Should you invest your IRA in real estate? Wieder, Marc Jul 18, 2007 714
H&R Block Says Supreme Court of New York Dismisses Six of Seven Complaints Previously Brought by AG. Jul 12, 2007 285
Rapidly Growing Self Directed IRA Custodian PENSCO Trust Hires President & COO Scott Rosebrook. Jul 2, 2007 389
Is commercial real estate part of your IRA? Scanlon, Dan Jun 22, 2007 781
Final Roth 401(k) Regulations Released. Gerrie, Nancy S.; Hansen, William E.; Savard, Elizabeth A. Jun 15, 2007 1509
New Report from Corporate Insight Examines Mutual Fund Firms' Online Small Business Retirement Offerings. May 1, 2007 468
Caucus and IRA laws: Congress refocusing on the charitable sector. Nobles, Marla E. May 1, 2007 1094
Vanguard Simplifies Account Fees. Apr 26, 2007 761
Prudential Financial Dispels Common Tax Misconceptions in Series Geared toward Baby Boomers. Apr 16, 2007 495
Scottrade Study: Aging U.S. Baby Boomer Population May Find Financial Stress in Retirement. Apr 10, 2007 687
Prudential Financial Dispels Common Tax Misconceptions in Series Geared toward Baby Boomers. Apr 2, 2007 538
Prudential Financial Dispels Common Tax Misconceptions in Series Geared Toward Baby Boomers. Mar 19, 2007 449
Before you cash out your 401(k), check this out. Anderson, William Mar 16, 2007 503
Rollover roadblock: the IRS puts a snag in the Pension Protection Act's provision allowing direct 401(k) rollovers to nonspouses. Florez, Paul Mar 13, 2007 724
Prudential Financial Dispels Common Tax Misconceptions in Series Geared toward Baby Boomers. Mar 12, 2007 455
Employee Benefits - March 2007. Kurtz, Harvey Mar 12, 2007 1420
Prudential Financial Dispels Common Tax Misconceptions in Series Geared Toward Baby Boomers. Mar 5, 2007 478
Prudential Financial Dispels Common Tax Misconceptions in Series Geared toward Baby Boomers. Feb 26, 2007 496
AllianceBernstein Investments Joins RolloverSystems Professional Network, Bolstering Rollover Solutions for Advisors. Feb 26, 2007 449
Zecco Asks "Who Gets the Extra $1,000,000, You or a Mutual Fund Manager?". Feb 13, 2007 521
New Federal Law Spurs Charitable Contributions from IRAS; Morgan Stanley Clients Donate Over $16 Million in 2006. Feb 13, 2007 435
IRS Releases First Pension Protection Act Guidance. Feb 8, 2007 1204
Important Changes Created By The Pension Protection Act of 2006. Rogers, Bruce Feb 8, 2007 1652
Prudential Financial Dispels Common Tax Misconceptions in Series Geared toward Baby Boomers. Feb 5, 2007 523
To Roth or not to Roth: more choice - and individual responsibility - in retirement investing means workers need to consider their options carefully. Thomasson, Timothy S. Feb 1, 2007 2812
Early distributions from inherited IRAs. Reichert, Charles J. Feb 1, 2007 526
Workplace law update: save our small business and pension protection acts. Feb 1, 2007 1194
IRS Publishes PPA Distribution Guidance "Grab Bag". Jan 23, 2007 1378
Boomers Discover Powerful Way to Leverage Their Self-Directed IRAs -- Borrow and Buy Real Estate. Jan 11, 2007 400
Department Of Labor Permits Good-Faith Compliance For New Pension Benefit Statement Requirements. Foster, David Jan 3, 2007 1427
Tax season resources now available--tax saving tips for 2006. Jan 1, 2007 309
It pays to give: save taxes on charitable distributions from your IRA. McKinney, William L. Jan 1, 2007 602
IRS Provides Instructions On Reporting IRA Qualified Charitable Distributions. Brief article Dec 20, 2006 260
Highlights of the Pension Protection Act of 2006. Dec 20, 2006 1621
Using an IRA for charitable living: a new opportunity. Burke, Steven M. Nov 10, 2006 754
Recouping nondeductible contributions to traditional IRAs. Ellentuck, Albert B. Nov 1, 2006 951
Vanguard Charitable Endowment Program Launches Disaster Recovery Fund. Oct 31, 2006 402
Financial Professionals Get a Competitive Edge in the Art of the Rollover. Oct 25, 2006 626
Traditional vs. Roth IRA. Brown, Carolyn M. Brief article Oct 1, 2006 248
10% penalty applied to beneficiary's IRA distribution. Gee, Charlotte T. Oct 1, 2006 730
Charitable distributions: Pension Protection Act may bring windfall to nonprofits. Lieberman, Philip R. Oct 1, 2006 867
True Social Security reform: a responsible proposal. Bradley, Edward J., Sr. Letter to the editor Oct 1, 2006 574
PENSCO Trust Hosts Educational Events on Self-Directed IRAs. Sep 26, 2006 442
Pat Lile, president and CEO of the Arkansas Community Foundation, says the new federal Pension Protection Act of 2006, which allows for tax-free charitable transfers from Individual Retirement Accounts (IRAs)--without first counting them as income and paying income tax--could be a boon to local philanthropy. Sep 11, 2006 56
The Principal Financial Group Introduces Principal Trust Company; New Trade Name Replaces Trustar Retirement Services. Aug 28, 2006 465
The Next Roth 401(k) Issue: How to Handle Small Rollovers?; Principal Bank Introduces Special IRA. Aug 22, 2006 715
Pension Reform Bill Containing Charitable Provisions Signed into Law. Aug 21, 2006 2419
New Excise Taxes and Disclosure Rules With Respect to Potentially Abusive Tax Shelter Transactions Involving Tax-Exempt Entities. Serota, Susan Aug 11, 2006 1321
IRA valued without discount for anticipated tax liability. O'Driscoll, David Aug 1, 2006 830
Approach loan opportunities wisely. Galbraith, Deanna Jul 31, 2006 575
First Command Helping Military Members in Combat Zones Capitalize on New IRA Rule. Jul 11, 2006 332
Considering commercial property investments with an IRA. Cordoba, Daniel Jul 5, 2006 1138
Experts Available to Discuss 'Retired' Baby Boomers Choose to Continue Working. May 31, 2006 864
Roth 401(K) Roadmap For Employers. May 25, 2006 1674
RolloverSystems Signs OppenheimerFunds as an Investment Platform Bolstering Rollover Solutions for Advisors; Leading asset manager joins RolloverSystems' professional network of top-tier IRA providers. May 23, 2006 665
The New Tax Increase Prevention & Reconciliation Act and Your IRAs. May 22, 2006 488
Prudential Retirement Expands Patent-Pending Income Bridge Approach(R) to Help Maximize Social Security Benefits to Retail Clients; New Report Unveiled on Helping to Maximize Social Security Benefits. May 10, 2006 658
Technical support: Polycomp provides crucial help to companies in the complex world of retirement plans. Colburn, Jonathan D. May 8, 2006 1084
Pacific Life Offers Roth 401(k) Option. May 2, 2006 519
Experts Available to Discuss Marriage and Financial Planning. Apr 28, 2006 1260
TD AMERITRADE Launches New Offerings & $9.99 Trades. Apr 24, 2006 852
Vanguard Ends Subscription Period Early for New Fund. Apr 24, 2006 353
Prudential Financial Challenges Conventional Wisdom as to a Tax-Wise Retirement; New Report Highlights the Importance of a Tax-Efficient Retirement Income Strategy. Apr 6, 2006 506
Rachlin Offers Last Minute Tax Filing Tips. Apr 4, 2006 235
Finally, the First IRA That Lets Anyone Save ''A Little Every Day''; Ark 252(TM) Introduces the Daily IRA(TM), the First Retirement Product That Lets Participants Invest as Little as $1 Every Day. Apr 3, 2006 643
Can estate reduce IRAs' value for tax purposes? Reichert, Charles J. Apr 1, 2006 477
Depository holding companies benefit from technical corrections act. Hagge, Greg Apr 1, 2006 695
Nonprofits hit by federal budget cuts: organizations, disabled, will feel Medicaid/Medicare reductions. Hrywna, Mark Jan 1, 2006 1180

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