The Wild Wild World of Wealth
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Category archive for ‘Michael Roberts’ rss

  • Estate Tax Strategies and the New Tax Code: Embracing Occam’s Razor

    Razor

    Wikipedia defines Occam’s razor as follows: “Occam’s razor…often expressed in Latin as the lex parsimoniae, translating to law of parsimony, law of economy or law of succinctness, is a principle that generally recommends selecting the competing hypothesis that makes the fewest new assumptions, when the hypotheses are equal in other respects. For instance, they must both sufficiently explain available data in the first place.”

    Huh?

    You’ll prefer Michael Robert’s explanation, not to mention his insights on estate planning.

  • Rock Star Retirement: It’s Still Only Roth and Roll To Me

    Only 9% of Boomers are planning to make a Roth conversion in 2010, but 57% aren’t even aware of the opportunity.

    There are lots of reasons to love the Roth IRA:

    Click on the title above to see why.

  • Estate Tax Solutions from Danny Devito and Billy Crystal

    For the first time since 1916, there is no federal estate tax. As a result of tax cuts enacted under President George W. Bush, the federal estate tax disappeared on January 1 of this year. So what’s next?

    Click to read more and get groundbreaking commentary from Hollywood on this tax issue.

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