10 Things to Know Before You Retire

Posted on: August 20th, 2010
I created a few of the these "10 Things" lists myself, and this list provides some basic information on what to think about before entering retirement. ...

Roth IRAs offer Tax and Estate Planning Advantages

Posted on: August 4th, 2010
Roth IRAs are a great tax saving vehicle. The reason: Investments held in a Roth IRA are allowed to build up federal-income-tax-free. Later on, you can take federal-income-tax-free withdrawals. Obviously, a zero tax rate is the best rate going....

Roth Conversions – Just Because You Can Doesn’t Mean You Should

Posted on: December 29th, 2009
Some financial advisors are warning against a Rush to Roth. The key to is to approach the idea cautiously and do a comprehensive analysis. ...

The Estate Tax Will Die Soon

Posted on: December 21st, 2009
Just a few days left until the estate tax expires (although for one year only), and retroactive action in 2010 is likely. True death tax haters can track the countdown here....

Most of us will be too poor to retire at 65

Posted on: November 5th, 2009
According to the National Retirement Risk Index prepared by the Center for Retirement Research at Boston College, 51% of American will not be able to afford to retire at age 65....

Obama’s Budget Proposal – Automatic IRAs

Posted on: April 10th, 2009
From my CPA colleagues at Virchow, Krause & Company – a summary of the proposals to help expand retirement savings....
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