A concise explanation of how we got into this financial mess (and our country’s plan for getting out of it).
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Can You Convert Your 401(k) to a Roth 401(k)? This article discusses the changes to regulations surrounding the conversions of 401(k)’s to Roth 401(k)’s as a result of the recent fiscal cliff deal. In summary, as of 2010, you could only convert a 401(k) to a Roth 401(k) if the 4...
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This 2 minute video will take your breath away. It could be a great conversation starter for any of your clients who are skeptical about where tax rates are headed.
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Everything You Need to Know About the New Tax Rates In this Forbes article, we can see that very few changes were made in the Federal income tax rates as a result of the cliff deal. Single filers who make over $400,000 and married filers who make over $450,000 will see their highest margina...
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How the Fiscal Cliff May Impact 401(k) Contributions This article discusses possible changes to 401(k) contribution limits should our country go over the fiscal cliff. In short, employees might only be allowed to contribute the lesser of $20,000 or 20% of their income. For clients who...
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