Dec 29

Forsyth budget cuts holidays, 401k contributions CUMMING – At a called meeting Monday, the Forsyth County Board of Commissioners adopted the county’s Fiscal Year 2010 Operating Budget which cuts paid holidays and the county’s contributions to employees’ 401k plans. Read more on AccessNorthGA


Dec 18

End of year changes create some confusion, opportunity The rules for investing and buying large-ticket items are changing, and local financial advisers and tax consultants are working hard to get their clients “in the know.” Read more on Monticello Times


Dec 14

Survey Finds Many Investors Ambivalent to New Roth IRA Conversion Opportunity OMAHA, Neb.—-There is no mad dash to convert to a Roth IRA when the rules change in January, making those with income over $100,000 newly eligible for such a conversion, according to a panel of over 1,000 TD AMERITRADE Holding Corporation’s retail investor clients. Read more on Business Wire via Yahoo! Finance


Dec 11

Understand estate taxes, Roth IRA conversions Recently I have been asked a number of questions regarding changes in the tax laws for 2010. The questions have dealt with two issues — changes in rules with regards to estate taxes and changes with regards to Roth IRA conversions. Read more on Livonia Observer


Dec 7

On Investing: Contemplating the new rules for Roth IRA in 2010 On January 1, 2010, the rules for Roth IRAs change. Thanks to the Tax Increase Prevention and Reconciliation Act of 2005 (“TIPRA”), all taxpayers will be permitted to contribute to, and also convert their retirement assets, to a Roth IRA in 2010. Read more on Shenandoah Valley News


Dec 6

Get Ready for 2010the Year of the Roth IRA New tax rules are about to give more people access to a Roth IRA, one of the most effective vehicles in which to accumulate money for retirement or heirs. Read more on WallStreet Journal via Yahoo! Finance


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