Category Archives: Roth IRA

2013 Retirement Plan Contribution Limitations

Below is the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2013. – The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal … Continue reading

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Idea of the Week #6

If you are considering converting to a Roth IRA before the end of the year call us today and let us help you by preparing a detailed report to assist in your decision making.  Remember conversions done before the end … Continue reading

Posted in Asset Protection, Converting to a Roth IRA, Future Planning, Idea of the Week, Roth IRA | Tagged , , , , , , , , | Leave a comment

CIRCULAR 230 DISCLAIMER: ADVICE, ARTICLES AND COMMENTARY INCLUDED HEREIN DO NOT CONSTITUTE AN OPINION AND ARE NOT INTENDED OR WRITTEN TO BE USED, AND THEY CANNOT BE USED, BY ANY TAXPAYER FOR THE PURPOSE OF AVOIDING PENALTIES THAT MAY BE IMPOSED ON THE TAXPAYER.