Month: September 2009

Ready, Set, Go – for your 2010 Roth IRA Conversion

When the Roth IRA conversion law was enacted in 1997, taxpayers with adjusted gross incomes over $100,000 could not convert. No more. On January 1, 2010, every IRA owner will qualify for a Roth IRA conversion – there will be no income limitation. When a traditional IRA is converted to a Roth, all before-tax contributions… Read More

10 Foolish Estate Planning Myths

Read this article listing common misconceptions about estate planning. Hat tip to Greg Herman-Giddens at North Carolina Estate Planning Blog and author credit to Freya Shoffner.

Veterans’ Pensions – Aid & Attendance – Are You Eligible?

We read a lot about Social Security, Medicare and Medicaid, but what about Veterans’ Benefits? In addition to Disability Compensation for service-related disabilities, there is also a Disability Pension for non-service related disabilities. There are three levels of pension benefits: 1. Basic – Disabled Veteran unable to work 2. Housebound Disabled Veteran or surviving spouse… Read More