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.

So you want to start getting a personal wealth plan together…

Make sure that you grab the “Roth IRA – 8 Quick, Helpful Tips” eBook from

…that is right for you and your family.

Well you ‘ll want to learn about Roth IRA’s and exactly what they can do for you.

I’ve devised 8 very helpful tips that will help you understand exactly what a Roth IRA will do for you.

Tip 1 – Important Dates to Keep In Mind.

Tip 2 – Switch early, can you change your mind?

Tip 3 – Opening Multiple Accounts.

Tip 4 – Tax Diversification In Retirement.

Tip 5 – Manage or Improve Your “8606 Ratio.”

Tip 6 – Helpful Hint For 401(k) Plan Owners.

Tip 7 – Legacy Planning: A 2 Generation IRA Stretch.

Tip 8 – Estate Tax Rate vs. Income Tax Rate.

Theses 8 quick tips should help get you started on your own personal wealth plan.

If you have any questions, comments or concerns about Roth IRA’s, or if you think I can help you in any other way, contact me, or give me a call at (239) 384-9688.

– Mark


This information is based on facts, assumptions and representations as stated and authorities that are subject to change.  We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.

LEGAL NOTICE AND DISCLAIMER:  The information within this post is for informational and educational purposes only and is not tax advice and should not be used as such.  The facts of each individual situation can have significantly different outcomes when applying tax law.  The hiring of a CPA is an important decision not to be based solely on advertisements.

4 Responses

  1. samuel ramos Says:

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    Posted on September 12th, 2010 at 6:17 pm

  2. Hedy Chung Says:

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    Posted on September 16th, 2010 at 9:13 am

  3. Mature Dating Says:

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    Posted on September 16th, 2010 at 1:23 pm

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    Posted on September 19th, 2010 at 5:56 pm

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