Should you convert to a Roth IRA in 2010?
To Roth or Not To Roth – That is the Question So 2010 is upon us and there is a lot of controversy regarding whether folks should convert their Traditional IRAs to a Roth IRA. Some of you might be wondering what exactly is a Roth IRA, well, here’s the basics: A Roth is funded with [...]
The Rule of 219
Proverbs 15:22 Without consultation, plans are frustrated, but with many counselors they succeed. Few things can be more humbling than a visit to an online retirement calculator. Me being the sales trainer for financial advisors that I am, you know I’m going to tell you that you should meet face-to-face with an advisor—perhaps one referred [...]
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