Rose’s interview on asset-based long-term care was published in the October issue of The Advocate. Read below or click on the link to read Rose’s commentary. By Rose Greene CA Insurance Lic# 0690429 Long-term care policies save taxes and pay off before you die. “A penny saved is a penny earned,” Benjamin Franklin said. [...]
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Tax Planning
Things you can do before and for the New Year. Presented by Rose Greene Financial The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2011? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or [...]
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Special Report 2010 Tax Laws: A Mid-Year Update Provided by Los Angeles Financial Planner, Rose Greene, CFP® 2010 has been one strange year for the U.S. tax code. We have a huge tax issue that is still not fully resolved, the usual annual array of tweaks and changes to the Internal Revenue Code … and [...]
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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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