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Roth Conversion in 2010: Is it right for you?
July 7, 2010 – 2:10 pm | One Comment

Below is an email that went out to clients yesterday.  Good explanation of who should consider converting from a tradition to a Roth IRA.  The article was written by Forrest Robertson!
Since its creation in 1998, …

Roll my 401(k) into an IRA if I leave my company?
March 19, 2010 – 9:21 am | No Comment
Roll my 401(k) into an IRA if I leave my company?

“What should I do with my 401(k) now that I am not with that company anymore?”
This is a question that I get asked all the time, especially these days when there is so much turnover.  …

Is A Roth IRA Conversion Right For You This Year?
March 7, 2010 – 4:02 pm | One Comment

From MarketWatch:
As years go, 2010 is on course to be a blockbuster for retirement-account owners. Starting in January, all Americans who own a traditional IRA — not just those who have modified adjusted gross income …