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
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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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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401(k) option clients need to know
November 3, 2010 by Jake Simms
The Small Business Jobs and Credit Act of 2010 gives employees more control of their savings. Remind your clients:
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