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 ‘IRS/Taxes’ 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.
