Featured Article

Unforeseen Consequences of the Roth IRA Conversion

This is another guest post from JoeTaxpayer.  On my blog, I’ve shared several articles that discussed the Roth IRA conversion event of 2010 in great length and detail.  While this is can be a great opportunity for many, there are several instances that a conversion does not.  I looked to JoeTaxpayer to share some pros [...]

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Introducing The Roth IRA

August 3, 2008 IRA Universe

I will go on record as to say that the Roth IRA is the greatest thing since sliced bread. Here’s is some insight to my reasoning:
Roth IRA = Tax Free Money
Do you enjoy paying taxes? Do enjoy getting your pay stub each pay period and seeing how much you give to the IRS? Don’t you [...]

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How Much is Your IRA Paying?

August 1, 2008 IRA Universe

This is one of my most favorite questions in the financial industry. Right along with, “What’s the next hot stock tip?” So how do you answer that question? I first explain what an I-R-A stands for: Individual Retirement Account, not Investment that Returns A lot or Interest Rate Account.
IRA’s Are Not Investments
That means that the [...]

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Net Unrealized Appreciation Rules

July 28, 2008 Retirement Planning

I’ll never forget the conference call I had with a client that was getting ready to retire from the company she had worked for 20 plus years. She had saved as much as life had allowed her to and most was invested in the stock of the company that employed her all that time.
Almost Pulled [...]

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What is a Certified Financial Planner

July 26, 2008 Financial Planning

In this day and age, professionals are laden with the alphabet after their names.  My industry is no exception.  When I started my career with my previous firm, we immediately acquired the AAMS (Accredited Asset Managment Specialist) Designation.  While serving in Iraq, in my downtime I studied for the CRPC (CharteredRetirement Planning Consultant).  These are [...]

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