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 [...]
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?” [...]
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 [...]
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 [...]
