From the category archives:

Retirement

Medigap: Why It Matters

by Rose Greene, CFP on April 6, 2010

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 [...]
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Roth Ira Conversions for 2010 and What to Consider

by Rose Greene, CFP on March 16, 2010

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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