When should Boomers tap into their IRAs?
March 20, 2012 by Jake Simms
Read enough numbers and statistics and anyone can get confused. Here’s a common misconception:
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March 20, 2012 by Jake Simms
The taxman’s waiting for Mitt Romney
January 24, 2012 by Jake Simms
Here’s a retirement-saving “problem” most folks wish they had!
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Sorting out new fee-disclosure regs
July 21, 2011 by Jake Simms
Ready or not, the Labor Department’s fee-disclosure requirements go into effect on Jan. 1.
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To switch or not to switch (to a Roth IRA)
January 11, 2011 by Jake Simms
Advisors are hearing this question a lot from their clients: “Should I switch my traditional IRA to a Roth IRA?”
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Wait ’til the last minute? You bet
December 1, 2010 by Jake Simms
Here’s one investment decision clients should wait another three weeks or so before making:
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They’re all jumping on the Roth option
November 26, 2010 by Jake Simms
We assumed the Roth conversion option that kicked in last Jan. 1 would prove popular — and we were right.
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Watch out! Feds after IRA owners
November 23, 2010 by Jake Simms
The warning has gone out:
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Let clients know about this IRA change
November 1, 2010 by Jake Simms
For clients who give away part of their IRA payouts to charity, let them know:
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