Recent Posts / RSS Feed- The tax landscape will shift, making these three strategies wise moves for 2012
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Tag Archives: taxes
Do you know what to do if you inherit an IRA?
After a couple month break while The News Tribune welcomed a new Business Editor, my monthly column returned today. It details best practices for inherited IRAs. There are some common flaws that keep people from getting the most out of … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged distribution, gary brooks, inherit, inherited, investments, IRA, News Tribune, retirement account, Roth, spouse, taxes
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Roth Conversion; Unprecedented Opportunity
Gary’s latest monthly column in The News Tribune was published Nov. 6. Roth conversion makes sense if you meet right criteria Click on the thumbnail image to read the article This is an exceptional opportunity to potentially save thousands of … Continue reading
Posted in Financial planning, Investments, Retirement, Taxes
Tagged financial planning, gary brooks, investments, IRA, News Tribune, Roth conversion, taxes
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Will Economic Stimulus Ultimately Hurt?
Recently we’ve been thinking about the dramatic changes that the U.S. government has gone through to keep us out of a depression. In the past year, the U.S. government has taken over much of our domestic banking and auto industries. … Continue reading
Posted in Investments
Tagged dollar, economy, financial planning, inflation, interest rates, investments, stimulus, taxes
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