Investment Management &
Financial Planning
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There May Never Be a Better Time for a Roth Conversion
Roth IRA’s have long offered investors a great opportunity to grow their wealth in a tax free environment. But, because Roth IRA contributions are subject to strict income limitations, not everyone gets to benefit from its features. Investors with traditional IRA’s have also historically been constrained to income limits when converting their IRA into a Roth. The
good news is, as of January 2010, there will no longer be income limitations on eligibility for converting a traditional IRA to a Roth IRA. Should you consider this, and if so why?
Time for a Personal Finance Tune Up?
As the summer winds down and another quarter nears a close, it's a great time to evaluate your current financial position and start planning ahead. A midyear review of your tax situation, retirement and spending issues can be far more valuable than the rushed attempt most people make at the end of the year—or when it’s too late at tax time.
Summer’s actually a good time to do this task because there’s still enough time to correct lapses in savings, spending or tax planning. Here’s what most people should cover....
Click here to read the full article.
Did you miss Cathy's two appearances on Fox Business Channel this summer? No problem, check out the two one-hour segments by linking on the link below. Topics covered include estate planning, 401k rollovers and other investement related matters. Be patient, it may take a few moments to load.
Click here to view the video.
Not sure if your strategy is working of if your Advisor is living up to his or her responsibilites? Let us take a second look. Find out how we can help you with your financial planning and investing needs.
Contact us today for a consultation.
In This Issue
- There May Never Be a Better Time for a Roth Conversion
- Time for a Personal Finance Tune Up?
- In the News
Cathy Pareto, MBA, CFP®, AIF
Cathy Pareto And Associates, Inc.
2332 Galiano Street, 2nd Floor
Coral Gables, FL 33134
Tel: 305-728-7234
cathy@cathypareto.com
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Cathy Pareto & Associates, Inc.- Investment Management and Financial Planning
Tel: (305) 728-7234 info@cathypareto.com
http://www.cathypareto.com/