Archive for February 2015
To Roth Or Not To Roth – Part Two
Last week we discussed all the reasons why you might consider doing a Roth conversion. I promised that this week we’d review the reasons why you might NOT want to…
Read MoreWhat’s Better – A Stretch IRA or Life Insurance
During our workshop, I mentioned Ed Slott a few times. Ed is probably the most well-known IRA expert in the country. I’ve had the pleasure of breaking bread with Ed…
Read MoreTo Roth Or Not To Roth
It seems that hardly a day goes by that a client doesn’t ask whether a Roth conversion makes sense. I always have the same answer…it depends. It’s a tricky calculation…
Read MoreA Lump Sum Social Security Distribution?
I often get questions about Social Security and it’s no wonder with all the possible claiming strategies designed to increase benefits. I’ve seen folks agonize over the best strategy for…
Read MoreDeveloping A “Stuff Strategy”
This article is a guest submission from Marlene Stocks of Senior Transition Services, who will be leading a Lunch & Learn on this very topic on February 12 at 11:30…
Read MoreAs January Goes… So Goes The Year?
January is now behind us and it couldn’t have happened fast enough if you are an investor. With the Dow Jones industrial Average down 3.7% and the S&P 500 off…
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