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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tax laws
Changes are coming – check now to see if they affect your investments. provided by Rose Greene, CFP ® For the first time in 45 years, the rules governing 403(b) plans have changed. So this is the time to review your account and see if your investments can continue under the changes. Your employer has [...]
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