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 June, 2010

Are you worrying about your future…

Three Legged Stool
…and what you need to do NOW to make sure your retirement money doesn’t run out?

It is a tricky process of planning, much like sitting on a 3 legged stool. Read the rest of this entry »

2009’s estate tax rate was 45%, and…

the 2009’s highest income tax rate was 35%, so:

If your estate was larger than the 2009 exemption amount of $3.5 million you may have been able to save 10% in estate taxes by converting to a Roth IRA.

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Roth IRA’s allow for a two (2) generation tax-free stretch on distributions.

Meaning distributions for you and your beneficiaries are tax-free.

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