Entries for April 2010
posted 04/30/10 | Wealth Management
Why is the Roth IRA getting so much attention right now? Does it make sense for me to have a Roth IRA? These are some of the questions on the minds of higher income individuals. The main reason the Roth IRA is in the spotlight is the fact that converting to a Roth for wealthier families was not an option until 2010. Additionally, anyone that converts to a Roth in 2010 has the ability to pay the tax over a 2 year period.
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posted 04/30/10 | Wealth Management
As we enter 2010, now is a great time for investors to take stock (no pun intended) of their investing strategies and goals. Investors have been through an extraordinarily challenging past couple of years, which has tested the resolve of many. Because of that, we believe it is so important now to reassess long-term goals, re-evaluate risk tolerances if needed, and make any necessary adjustments to long-term investment strategies where portfolios may have gotten off course. Here we offer some thoughts to chew on.
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