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To Convert Or Not To Convert?

Those of us with Individual Retirement Accounts (IRAs) are faced with a difficult decision.  Should we convert our IRA to a Roth IRA?  What are the possible benefits of converting an existing Individual Retirement Account to a Roth IRA?  In order to make this decision one must consider, first and foremost, the tax implications of  Click to Continue

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A Unique Solution for Wealth Transfer and Qualified Funds

I want to discuss today about an alternative for transfer of wealth for one’s qualified funds.  With the many annuity and life insurance carriers out there in the Industry, only a very limited handful of carriers provide this unique solution for this type of client.  The goal is simply to convert the qualified funds (Tax  Click to Continue

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