The November newsletter is now available. It includes a market update, 2010 retirement plan contribution limits, and more. Click here to view it. … [Read more...]
2009 Year-End Tax Planning Checklist
Reviewing your tax situation for the year when you still have time to do something about it is always a good idea. You have many more options to affect your tax liability by acting before the year ends. This year, it's still important to review all the regular opportunities available every … [Read more...]
Partial Roth Conversion Strategy
When people find out how much tax they would have to pay to convert their IRA from traditional to Roth, it’s often times a conversion show stopper. Even if all the analysis shows that conversion would be clearly beneficial to their after-tax retirement income levels or provide estate planning … [Read more...]
October 2009 Newsletter
The October newsletter is now available. It includes a reminder about the October 15 deadline to recharacterize 2008 Roth IRA conversions, a market update, how to calculate your net worth and why net worth is the financial number to watch, and more. To read the newsletter, click here. … [Read more...]
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