by Kristine McKinley | Aug 14, 2006 | Investing, Personal Finance, Retirement, Taxes
Whether you’re switching jobs or retiring completely, chances are you have a 401K or other company sponsored retirement plan that you’ll need to make a decision about. There are several options on how to handle your 401(k) money when you leave a job: Take the...
by Kristine McKinley | Jul 24, 2006 | Investing, Personal Finance, Retirement, Taxes
You may have heard that the new tax law eliminates the $100,000 income limit for Roth conversions beginning in 2010. If you haven’t been able to contribute to a Roth IRA because your income is too high, you now have a back door into the Roth IRA. You...
by Kristine McKinley | Jun 9, 2006 | Investing
I’m always telling clients to look at the "big picture" and to avoid looking at their stocks/mutual funds each day. It’s more important that your Net Worth increase each year and that you get closer to your financial goals. But,...
