Have you changed your mind on that 2010 Roth conversion? Do you regret converting your retirement money to a Roth IRA? Don’t miss the deadline to really change your mind and recharacterize your Roth conversion.
Continue Reading →What is a charitable gift annuity and how may it fit you? Receive an charitable tax deduction and still receive annual income payments for your life. Give to your favorite charity now and benefit from it.
Continue Reading →As the Roth debate continues it is time to look at more than just the math of tax rates, time and rates of return. Don’t sell yourself short. There is much more to consider when using this powerful tool.
Continue Reading →Do you know how to move your retirement money without paying income tax? Not all rollovers are alike.
Continue Reading →Do you know if your retirement plan is a Qualified Retirement Plan? Whether your employer provides a retirement plan, you have an IRA or an annuity, you may be surprised at the answer.
Continue Reading →A recently passed law allows annuity / long-term care combination vehicles to be treated tax-free under eligible circumstances. For some who can’t afford LTC insurance, this may be another option to explore.
Continue Reading →Retirees are having to work longer. Longer life expectancies should be a blessing to many, but it may be a stressful detriment to some. The baby boomer generation is here. Will they survive the financial landscape of retiring?
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