Articles from October, 2014


Prepare Now for a Year-End Investment Review

October 9th, 2014

Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making … Read More


Leaving Assets to Your Heirs: Income Tax Considerations

October 9th, 2014

An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not … Read More


Retiring and Relocating? Don’t Neglect State Taxes!

October 9th, 2014

If you’re retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax … Read More


Deadline Approaching for Undoing a 2013 Roth IRA Conversion

October 1st, 2014

If you converted a traditional IRA to a Roth IRA in 2013 and your Roth IRA has sustained losses, you may want to consider whether … Read More