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Retirement Contribution Limits, Feb 2010
With April 15th fast approaching, we thought it would be helpful to outline the deadlines and limits for making IRA account contributions. For 2009, the contribution limit for Traditional and Roth IRAs is $5,000 for persons under age 50 and $6,000 for persons age 50 and older. Please note that these limits represent the total combined amount you may contribute to your Traditional and Roth IRAs.
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Deciding on Whether to Convert Retirement Assets to a Roth IRA, Dec 2009
Starting January 1, 2010 two important features take effect that will 1) make more people eligible to convert retirement assets to a Roth IRA and 2) allow spreading the income tax due for the conversion over two years instead of one. Traditional, Rollover, SEP, and SIMPLE IRAs can be converted as well as tax-qualified retirement plans including, 401(k), 403(b), 457(b), profit sharing and money purchase plans.
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On Mortgages, Banks and Bailouts, Apr 2009
The financial markets have certainly tested the mettle of even the most optimistic over the past several months. Perhaps a more accurate statement is that the media has pummeled investors with such an overwhelming amount of negativity that has resulted in many investors deciding to sell their portfolios and move to cash. Despite the market turmoil, we have found our clients willing to weather the market volatility.
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Steps BFG Takes to Protect You Against Fraud With Your Investments, Contrasted with Steps Not Taken By Bernard Madoff to Protect Clients from Fraud, Dec 2008
- Third Party Statements from Publicly Traded Brokers/Custodians
- SEC Registered Investment Adviser
- Investment Philosophy Clearly Conveyed
- Individual Investments Can Be Easily Monitored and Understood
- Advisor Compensation
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Your Investment Portfolios During Extreme Market Volatility, Nov 2008
- Diversified Asset Allocation
- Effects of Abandoning the Diversified Approach
- Trying to select the next winning individual asset is also very detrimental to your investment returns.
- Current Actions Not To Take
- Current Actions To Take
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