Electrical Blog
www.annuitynewsnow.com Contrary to the expectations (and hopes) of most estate planning attorneys and tax advisors, the federal estate and generation-skipping transfer (GST) taxes were allowed to expire at the end of 2009 due to Congressional inaction. Democratic leaders’ attempts to extend 2009 estate and GST tax law were stymied by the year-end Senate focus on passing health care reform legislation and disagreements among lawmakers over estate tax policy and other issues. Scott Drake interviews Shurwest Financial Group CPA Joe Arsenault fixed indexed annuity roth conversion marketing organization retirement income tax deferral products news
Tags: "roth, annuity, arsenault, conversion", Deferral, estate, financiall, fixed, group, Income, indexed, Joe, Marketing, news, Organization, products, Retirement, Shurwest, Tax
Posted in Taxes · July 20th, 2010 · Comments (0)
Part 2: Just about every financial advisor out there will be talking about higher net worth individuals converting their Qualified iras into a Tax Free Roth IRA. Unfortunately, many unsuspecting consumers will lose thousands and thousands of dollars by making the mistake of converting when it doesn’t make sense to the CONSUMER.
Tags: "roth, avoid, conversion", free, IRA, mistakes, Tax, Taxes, video
Posted in Taxes · February 3rd, 2010 · Comments (0)