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Category Archives: Financial

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Should you convert your Traditional IRA to a Roth IRA?

FinancialBy Susan GrahamMarch 26, 2010Leave a comment

Under new rules, 2010 marks the first time many investors can convert a Traditional IRA to a Roth IRA.  This presents an outstanding opportunity to minimize future taxes, avoid required minimum distributions and leave an income tax free legacy for your children and grandchildren! With a customized estate plan, this legacy may provide for your…

New Tax Basis Rules and Estate Tax Repeal Jan1st

FinancialBy Susan GrahamFebruary 8, 2010Leave a comment

The impossible has happened. Congress failed to act at the end of 2009, and so we now have one year without the Estate (death) tax, before it is reinstated in 2011. What does that mean for you? I am reprinting below a short summary provided by the National Academy of Elder Law Attorneys (NAELA). I…

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