If you haven’t yet picked a good New Year’s resolution, congratulations, the revised rules for converting IRAs to Roth IRAs have provided a ready-made task for 2010. As of January 1, taxpayers at all wealth levels can convert traditional IRA assets to a Roth IRA. As The Wall Street Journal commented, “The change – one of [...]
Archive for the ‘Federal Government’ Category
Doing the Math on Roth IRA Conversions
Posted in IRS/Taxes, Retirement, The Wall Street Journal on November 27, 2009 | Leave a Comment »
Family and Taxes
Posted in Executive Wealth, Family Wealth, Federal Government, Financial/Business, Fixed Income, IRS/Taxes, Media, Muni Bonds, Senator McCain, The New York Times, Wealth Management on June 2, 2009 | Leave a Comment »
Some point to media coverage to bemoan that “the rich people don’t pay their fair share.” The top 5 percent paying 60 percent of our taxes seems like a fair share to me.
Private Placements Speculation vs Investing
Posted in Alternative Investing, Diversification, Federal Government, Investment Policy Statement, Investment Strategy, Private Placements, Retirement, SEC, Venture Capital on May 15, 2009 | Leave a Comment »
I have a love-hate relationship with private placements. As a capitalist, I know private placements provide much-needed capital for start-up ventures, and this is a good thing. As a fiduciary, I have trepidation due to the very nature of the investment.
