Below is an email that went out to clients yesterday.  Good explanation of who should consider converting from a tradition to a Roth IRA.  The article was written by Forrest Robertson!
Since its creation in 1998, …

I just realized that every Sunday the LA Times does a free financial plan for people.  Its actually a pretty neat section.  This is the first one I read which involves a recent widow and …

Now the question is “what should I do with it?”.  You have put in a full year of hard work and are getting back some money from Uncle Sam that he was withholding from you …

This is a very difficult question to answer because it depends on a ton of variables.  Perhaps the most important being how old you are?  If you are 65 years old $1 Million may be …

“What should I do with my 401(k) now that I am not with that company anymore?”
This is a question that I get asked all the time, especially these days when there is so much turnover.  …

It seems like all anyone was talking about a few months ago was the fact that their 401(k)’s were getting hammered.  Most people were actually starting to refer to their retirement account as their “201(k)” …

START a 401(k) and contribute to it!  The following is a nice article from Forbes outlining the advantages of putting away money into a 401(k) from a business stand point.  Does your small company offer …

There was a study done back in January which found that people who received investment advice on their 401(k) performed much better than those who didn’t over a three year period.  In fact the exact …

From MarketWatch:
As years go, 2010 is on course to be a blockbuster for retirement-account owners. Starting in January, all Americans who own a traditional IRA — not just those who have modified adjusted gross income …