Financial Planning

8 Reasons to Convert to a Roth IRA

Posted on: December 11th, 2009
As most people know by now, the $100,000 income limit on the ability to convert a traditional IRA to a tax-free Roth IRA will disappear next year. ...

MLPs Provide Income and Tax Benefits

Posted on: November 30th, 2009
This from Howard Hinds of the Curbstone Group in Boston: Master Limited Partnerships (MLPs) are excellent tools for estate planning: 1. MLP distributions (around 8% yield right now) are considered return of capital, meaning that distributions reduce your basis in the MLP, while allocated net income increases your basis....

New Website for High Net Worth Individuals and Advisors to Network

Posted on: November 9th, 2009
Wealth Management Exchange is designed for networking and information exchange. One can sign up to receive email alerts on financial and estate planning topics....

NC 529 Plan Eliminates Two Investment Options

Posted on: May 16th, 2009
North Carolina’s 529 College Savings Plan will be eliminating two investment options – the CollegeHorizonFunds and the Balanced Fund – due to their higher fees. ...

Changes to NC’s 529 College Savings Plan

Posted on: March 21st, 2009
Here are some recent favorable changes to North Carolina’s National Collge Savings Program (529 Plan): For 2009, a participant may reallocate the account assets twice during the year, rather than just once. ...

529 College Savings Plan Investments May Be Adjusted Twice Yearly in 2009

Posted on: December 29th, 2008
The IRS recently announced in Notice 2009-1 that in 2009 the investments in 529 College Savings Plans may be adjusted twice, as opposed to once per year, which has been the rule to date....
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