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 [...]
Read the full article »
From the category archives:
Retirement
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 [...]
Read the full article »
Medicare may not cover as much as you think. provided by Los Angeles Financial Planner, Rose Greene, CFP® Will you be 65 soon? If you’re turning 65 in the next few months, you might consider getting a Medigap policy to supplement your Medicare coverage. Most people think Medicare covers more than it actually does. For [...]
Read the full article »
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 [...]
Read the full article »