Information of Interest
Highlight the topic of interest and click. An Adobe pdf document will open automatically.
Roth IRA Conversion
The Tax Increase Prevention and Reconciliation Act (TIPRA) of 2006 repeals the income limit for conversions beginning in 2010. You will be able to convert your Traditional IRA to a Roth IRA. What is the difference between a Traditional and Roth IRA? What are the implications of converting? The following documents will answer your questions. If they do not, please give us a call and we will work through your specific circumstances.
Traditional versus Roth – A Comparison
Roth IRA Conversion – An Opportunity
Recharacterization or Conversion of Roth IRA’s
 College Planning
-
Whether you are a new parent or a parent of teenagers, it is never too early or late to begin looking at funding options for your child’s college education. As a grandparent, you too can get into the action of helping to fund future college education costs. Take a look at the links below for more details.
- Planning for College - Options
- Grandparent opportunities
 Investing In the Market
-
- The recent market decline has reinforced the volitile nature of the stock market to all of us. However, looking throughout the history of the stock market, it is still one of the best long term investment tools we have at our disposal. It is important to understand the basics of investing and to have professional financial advisors to assist us in our decisions. The link below will provide you with a basic understanding of the different types of investments and introduce the concept of asset allocation
- Investing Basics
- Asset Allocation
 Annuities
401K Rollovers
-
A 401k rollover is a transfer of funds from one retirement savings vehicle to another. Sounds simple but there are aspects that you need to be familiar with in order to make intelligent decisions with your financial advisor. Please review the document below to better understand this concept.
- Rollover Basics
|
