Archive for the ‘ira’ Category

Is This The Right Time to Switch To A Roth IRA?

Lee Rosenberg, CFP | June 22nd, 2009

Overeating isn’t the only cause of acid indigestion during this start of the holiday season. The other reason is that investors are examining their year-end statements and seeing the dramatic decline in value in just the past twelve months. This is especially true of those with IRAs and it raises many questions. Should they change the asset allocations? Continue to make contributions? What about switching to a Roth IRA?

 


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New Rules and Laws for 09

Sy Goldberg, CPA, MBA, JD | December 30th, 2008

This week President Bush signed a new pension relief bill designed to help retirees by eliminating the required minimum withdrawals from their retirement plans. We can foresee many tax advantages that this bill will open up for our clients and people over the age of 70. Most importantly this will buy additional time to rebuild your portfolios after the hit they have taken in the financial markets over the last few months. Lastly it will be free from immediate taxation.

 


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