Tax Strategies for your Portfolio

Posted by: tgilpin | Posted on: December 19th, 2011 | 0 Comments

 During periods of uncertain market conditions, it is important to consider other ways to increase your portfolio's value. Refer to our newsletter's latest article for some key tax considerations to keep in mind when making changes to your investment strategy.  Read More

Pay Attention to the Deadline for Reversing 2010 Roth IRA Conversions

Posted by: tgilpin | Posted on: October 13th, 2011 | 0 Comments

Many people converted their traditional IRAs into Roth IRAs last year because conversions were allowed regardless of income. However, due to the stock market's performance, some of these same people are now stuck with Roth IRAs that are worth less than they were on the conversion date. If you are in this situation, check out this article for a way to reverse the conversion. But don't wait. There is a critical upcoming deadline. Read More

Can You Count on Your Defined-Benefit Plan?

Posted by: admin | Posted on: September 15th, 2011 | 0 Comments

A defined-benefit plan is a pension plan where the company promises to pay participants a certain benefit, with the entire cost typically funded by the company. In times of a lower market, those plans can come under considerable pressure. Read More