To Roth or Not to Roth, That is the Question

In a recent article I outlined some virtues of rolling over a traditional IRA or 401 (k) into a Roth IRA. As baby boomers transition into retirement their concern moves from accumulating wealth to keeping it. Today we are going to learn from a professional who deals with these issues regularly – a certified expert. Good friend Jeff White, President […]

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Conquering your fears

We just took off, probably less than 500 feet in the air, and I started screaming, “FIRE!, FIRE!, FIRE!” I was still a teen-ager, flying in the Marine Corps version of a flying boxcar. There were only two small, round windows in the back of the plane. Flames were pouring out of the starboard engine well past the rear window. […]

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Dump Your Business Partner – NOW!

Good friend Alex N. recently sent me an article from the Pittsburgh Post-Gazette, “IRA Clock is Ticking”. Author Tim Grant warns, “If seniors unknowingly miss the Dec. 31 withdrawal deadline, it ends up costing them dearly in the form of a tax penalty that amounts to 50 percent of what they should have withdrawn.” He explains the Required Minimum Distribution […]

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