Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Archive for April, 2010

Roth IRA – Tax Diversification In Retirement

Posted by Mark On April 22nd

Having options is the key to making the right decision at the right time.

Creating “Roth assets” today, by conversion or yearly contributions, will provide you options in retirement.

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Roth IRA – Opening Multiple Accounts

Posted by Mark On April 7th

Did you know?

You are not required to convert your traditional IRA(s), SEP(s) and SIMPLE(s) into one Roth IRA.

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