Here’s an overview of the retirement plan landscape, excerpted from a special section on our website, “IRA Rollovers for Dummies“. provided by Los Angeles Financial Planner Rose Greene, CFP® All retirement plans are not the same. In fact, there is such a wide variety of retirement plans that it is worth it to read up [...]
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From the monthly archives:
April 2010
Run the numbers, because the answer could be “yes.” provided by Los Angeles Financial Planner Rose Greene Financial, CFP ® An underreported story. In 2010, we have a wave of IRA owners converting traditional IRAs to Roths. There are all kinds of compelling reasons to make that move. Yet for some IRA owners, the conversion [...]
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Half of Americans aren’t paying federal income taxes. Is that right? provided by Los Angeles Financial Planner Rose Greene, CFP, ® A provocative statistic. Last July, the nonpartisan Tax Policy Center (a joint venture of the Urban Institute and the Brookings Institution) estimated that 47% of Americans would not owe a penny to the IRS [...]
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A closer look at a long-popular option. provided by Los Angeles Financial Planner, Rose Greene, CFP® Variable annuities are being reintroduced to a broader audience. These tax-deferred savings vehicles are getting a second look – a new look – from pre-retirees and retirees who want more income for their futures. All annuities have things in [...]
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Weekly Economic Update for the Week of April 26, 2010 by Rose Greene CFP®
by Rose Greene, CFP on April 27, 2010
Quote of the week It is wonderful what we can do if we are always doing – George Washington New home sales up … 26.9%? Yes. The stampede was on in March as buyers raced to qualify for expiring tax credits, leading to the greatest month-over-month jump in new home purchases since 1963. According to [...]
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