The Wild Wild World of Wealth

Tag archive for ‘wealth advisers’

  • The Ban on Roth Conversions Has Ended

    Retirement Planning

    Editor’s Note: Rick Rodgers is a retirement specialist. He has been kind enough to post a few thoughts about Roth IRAs, which are timely given provisions in the tax code for 2010. His post is technical. But if you’re in a career transition and your income is way down this year, I encourage you to take a look and ask questions. You could save some money.

  • Talking Heads: Can We Trust Our Finance Gurus?

    Here’s another one for my reading list: The Zeroes by Randall Lane. I discovered the book yesterday while reading his post on The Daily Beast. In case you missed it, here’s a snippet of what he had to say about Jim Cramer’s endorsement of Lenny Dykstra’s stock-picking prowess:

  • 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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