Just a few thoughts on the heels of my last post...
When we look just at the numbers from 2009, it feels and seems like a great year. But it’s been…
We’ve had a very successful year doing mortgages. We’re lucky to have a high-quality client base, great clients who refer us business, and respectable business practices.
Mortgage Rates and Products
My prediction…
The estate tax is set to be repealed on January 1, 2010, as part of legislation enacted in 2001, which implemented a gradual increase in the estate tax exemption amount…
Roth IRAs offer some great characteristics: Tax-free growth, tax-free access, potential tax-free transfer to heirs, no required minimum distributions, and access for home purchases and higher education expenses. Seems hard…
Starting in 2010, the tax rules change such that anyone, regardless of income level, can convert his or her Traditional IRA into a Roth IRA. Compared to their Traditional cousins,…
Bemoaning not having sold a piece of real estate four years ago when values were higher? What if you could sell now, not do a 1031 exchange, and come out…