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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Tax Planning
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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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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Before 2009 ends, some things you might want to consider. Fall is the time to consider some year-end financial moves – little and not-so-little things you might do to plan to improve your financial position. You could put more in your 401(k) before they play “Auld Lang Syne”. As you only get one chance to [...]
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