Given the historic opportunity of 2010 to spread the tax payment over 2 years in 2011 and 2012, everyone with a traditional IRA should take at least one look at Roth IRA conversion for next year. It is most beneficial to you when all of these apply: You'll pay the resulting "conversion" tax … [Read more...]
Roth IRA Conversion Overview
Through 2009, converting an IRA from a traditional IRA to Roth is only available for those with household incomes under $100,000. Beginning next year, that changes. However, a lot of people aren't aware of the upcoming changes -- according to Financial Planning magazine, only 42% of advisor … [Read more...]
Free Financial Advice in Keller
Free financial advice will be available to residents of Keller, TX for Financial Planning Week October 5-12, 2009. Many individuals and families are facing financial challenges or uncertainty right now. Retirement plans are shifting. Investments are volatile. Jobs are less secure. And debt is a … [Read more...]
New Texas Teacher Long-Term Care Insurance Option
Beginning on September 1 this year, the new long-term care insurance provider for the Texas Teacher Retirement System (TRS) switched from Aetna to Genworth. During open enrollment from September 15 - November 15 this year, teachers will have the option to sign up for this insurance. If you're … [Read more...]
September 2009 Newsletter
The September 2009 newsletter is now available. It includes information on 2010 retirement plan contribution limits, health insurance protection for college students, KFP's new Dallas office, and more. To read it, click here. … [Read more...]
How to Choose a Financial Planner
You may be considering seeking some professional financial advice. Or, if you already have a financial advisor, you may be wondering if they're doing a good job for you. You're likely juggling 2 sets of questions as you consider this decision: The first set is personal: Do I like the … [Read more...]
30-Second Financial Gut Check
If you're like many Americans right now, you're worried about your finances. Even if nothing has particularly changed for you in the past year - perhaps you still have the same job, same mortgage payment, same retirement accounts - you likely now have a gnawing sense of insecurity about what the … [Read more...]
Be skeptical: 5 claims to watch out for in long-term care insurance
Long-term care planning is an important aspect of a financial plan, especially for those 50+. And insurance is often a component of that plan. But it's important to know exactly what you're buying, to compare pricing and features with comparable companies, and to buy the insurance for the right … [Read more...]
Long Term Care is a Woman’s Issue
I just read a great article in the Journal of Financial Planning about the "Double Jeopardy" women face with long-term care. Written by Mary Quist-Newins with American College, she succinctly describes the increased risks women face as both caregivers and receivers in planning for … [Read more...]
Paying the Bills: Potential Sources of Retirement Income
Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can expect each one to provide. Social Security According to the Social Security Administration … [Read more...]
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