Posts Tagged "tax free"

Fear, Loathing, and Promises on Tax Day

Apr 18 2011

I know what a vast majority of you are doing today:  You’ve gotten over your fear that your accountant has forgotten you. …

Your Company’s 401(k) Is Not As Great As You Think

Jan 31 2011

I’m reading a book called The Better Money Method, which tells the story of how to create tax-free income in retirement.  It’s…

Diversify the Tax Impact of Your Retirement Income

Jan 24 2011

There’s an industry rag I read weekly called Investment News.  Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…

The 3-legged retirement stool lost a leg…or two

Oct 04 2010

In just a generation, retirement planning has changed.  Workers of days past planned on three sources of retirement income:  the government, their…

2010: A Roth Conversion Odyssey

Dec 14 2009

Starting in 2010, the tax rules change such that anyone, regardless of income level, can convert his or her Traditional IRA into…

Make the Inflation Monster Your Friend

Nov 23 2009

The U.S. government’s currency printing presses have been putting in overtime. Inflation fears lurk around every corner. Why? Because if too much…

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