Main Street’s anger over Wall Street reaches the Senate floor. Provided by Financial Planner, Rose Greene, CFP® Another reform bill is now making its way through the Senate – a bill that would reregulate the financial services industry with a few goals in mind: 1) Preventing failures of large banks and financial services firms, or [...]
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Financial Planning
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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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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Good question. Congress has elected to keep us in suspense. provided by Los Angeles Financial Planner, Rose Greene, CFP® 0% estate taxes in 2010 … for now, anyway. On January 1, the federal estate tax went away – at least for the time being and perhaps for all of 2010 as envisioned back in 2001. [...]
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A unique opportunity for IRA owners. provided by Los Angeles Financial Planner, Rose Greene, CFP® In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go [...]
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