legacyadvisor.blogspot.com
The Legacy Advisor: IRA to Roth IRA Conversion Tax Laws to Change in 2010
http://legacyadvisor.blogspot.com/2009/12/ira-to-roth-ira-conversion-tax-laws-to.html
Thursday, December 31, 2009. IRA to Roth IRA Conversion Tax Laws to Change in 2010. Investors and financial advisers are preparing to take advantage of a new tax law that makes it easier to gain access to Roth IRAs—even if it means breaking a sacrosanct rule about Roth conversions. For many investors, "the required minimum distribution makes them sick," says John Neyland, president of JCN Financial Group in Baton Rouge, La. "They don't want the government to tell them when to take the money out.". The in...
legacyadvisor.blogspot.com
The Legacy Advisor: June 2009
http://legacyadvisor.blogspot.com/2009_06_01_archive.html
Tuesday, June 23, 2009. Roth Conversions in 2010. This is a well-written article by Kelly Greene with the Wall Street Journal Online. Our firm is a proponent of after-tax investments, as we believe that future taxes will be increased. New tax rules are about to give more people access to a Roth IRA, one of the best savings plans for later life. Here’s how the changes work—and how to get ready. The new rules come at a time when many IRAs have plummeted in value, meaning the taxes on such conversions (and ...
legacyadvisor.blogspot.com
The Legacy Advisor: 529 Plans: College Savings
http://legacyadvisor.blogspot.com/2009/11/529-plans-college-savings.html
Friday, November 20, 2009. 529 Plans: College Savings. There are many features of 529 college savings plans that are quite attractive from the perspective of estate planning. First, there are no income limits (unlike education IRAs). Saying this, that means that most everyone qualifies to hold an account for a 529 plan. The benefits and good news continues. Under the Uniform Gifts to Minors Act. And the Uniform Transfer to Minors Act. UGMA/UTMA) the control over the assets is taken by the beneficiary as ...
legacyadvisor.blogspot.com
The Legacy Advisor: Tax Benefits: Equity-Indexed Universal Life Insurance
http://legacyadvisor.blogspot.com/2009/12/tax-benefits-equity-indexed-universal.html
Friday, December 4, 2009. Tax Benefits: Equity-Indexed Universal Life Insurance. The Tax Benefits of Equity-Indexed Universal Life Insurance. When it comes to speaking about life insurance, there are two typical categories to be discussed. The first is term insurance. This option also features a flexible premium as well as the opportunity to accumulate cash value. This is available to the owner of the policy through policy loans and alternative options. These options reduce the death benefit. The policy ...
legacyadvisor.blogspot.com
The Legacy Advisor: November 2009
http://legacyadvisor.blogspot.com/2009_11_01_archive.html
Friday, November 20, 2009. 529 Plans: College Savings. There are many features of 529 college savings plans that are quite attractive from the perspective of estate planning. First, there are no income limits (unlike education IRAs). Saying this, that means that most everyone qualifies to hold an account for a 529 plan. The benefits and good news continues. Under the Uniform Gifts to Minors Act. And the Uniform Transfer to Minors Act. UGMA/UTMA) the control over the assets is taken by the beneficiary as ...
legacyadvisor.blogspot.com
The Legacy Advisor: Roth Conversions in 2010
http://legacyadvisor.blogspot.com/2009/06/roth-conversions-in-2010.html
Tuesday, June 23, 2009. Roth Conversions in 2010. This is a well-written article by Kelly Greene with the Wall Street Journal Online. Our firm is a proponent of after-tax investments, as we believe that future taxes will be increased. New tax rules are about to give more people access to a Roth IRA, one of the best savings plans for later life. Here’s how the changes work—and how to get ready. The new rules come at a time when many IRAs have plummeted in value, meaning the taxes on such conversions (and ...
legacyadvisor.blogspot.com
The Legacy Advisor: TIPS - A Tactical Inflation Hedge for the U.S. Investor
http://legacyadvisor.blogspot.com/2009/05/tips-tactical-inflation-hedge-for-us.html
Tuesday, May 19, 2009. TIPS - A Tactical Inflation Hedge for the U.S. Investor. In analyzing the potential inflationary effects of the TARP bailouts, it is important to understand the basics of TIPS. As a Legacy Advisor, we thought the article was important, as our firm has been introducing the concept and strategy of TIPS to many of our clients. The following content was written by Robert Huebscher:. As BU finance professor Zvi Bodie noted in a recent article. Although the principal value of TIPS can go...
legacyadvisor.blogspot.com
The Legacy Advisor: December 2009
http://legacyadvisor.blogspot.com/2009_12_01_archive.html
Thursday, December 31, 2009. IRA to Roth IRA Conversion Tax Laws to Change in 2010. Investors and financial advisers are preparing to take advantage of a new tax law that makes it easier to gain access to Roth IRAs—even if it means breaking a sacrosanct rule about Roth conversions. For many investors, "the required minimum distribution makes them sick," says John Neyland, president of JCN Financial Group in Baton Rouge, La. "They don't want the government to tell them when to take the money out.". The in...
legacyadvisor.blogspot.com
The Legacy Advisor: May 2009
http://legacyadvisor.blogspot.com/2009_05_01_archive.html
Tuesday, May 19, 2009. TIPS - A Tactical Inflation Hedge for the U.S. Investor. In analyzing the potential inflationary effects of the TARP bailouts, it is important to understand the basics of TIPS. As a Legacy Advisor, we thought the article was important, as our firm has been introducing the concept and strategy of TIPS to many of our clients. The following content was written by Robert Huebscher:. As BU finance professor Zvi Bodie noted in a recent article. Although the principal value of TIPS can go...
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