Roth IRA Conversion Strategy to Avoid Taxes

Posted by Madison on September 11th, 2008

As 2010 approaches, many people are positioning themselves to take advantage of the special 2010 Roth Conversion Rules. 2010 Roth IRA Conversion Normally there is a $100,000 income limit (MAGI) on the ability to convert from a traditional IRA to a Roth IRA. 2010 is the year that the limit disappears. In addition, you can [...]

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A Penny Saved is… $6,977.03!

Posted by Madison on September 10th, 2008

My favorite article this week is Every Penny Counts at The Dollar Stretcher. (Found on StumbleUpon early this morning when I couldn’t sleep.) Whenever my friends and family downplay the results of saving a little money here or there, I almost always respond with “What if you invested that money for 40 or 50 years?” [...]

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August 2008 Net Worth Update: -2.4%

Posted by Madison on September 9th, 2008

Our portfolio decreased -2.4% in August, bringing us to 919% total increase since the beginning of our dollar plan. In addition, our year-to-date total decrease is -11.9%. Reflections on my portfolio this month August was a critical point for our portfolio. In the future, it will be the month that I draw an arrow to [...]

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My Advice for Sarah Palin

Posted by Madison on September 8th, 2008


How to Track Your Roth IRA Contributions… and Why You Need To!

Posted by Madison on September 4th, 2008

When I came up with the Unconventional Roth IRA Strategy to Lower Tax Bill I realized that to be successful I needed to track my Roth IRA money more closely. Once I dug a little deeper, I found that even if you are using the Roth IRA in a more traditional way, you still need [...]

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