Tax Planning & Retirement: Looking to 2010

One of the best things you can do is look ahead, planning for the future. When considering tax planning and retirement, the year 2010 is something to keep in mind. I recently received this helpful information from James Wagner at Trust Administration Services:
The year 2010 presents a wonderful opportunity for many individuals to convert to investments in traditional IRAs to a Roth IRA. Investors that are interested in taking advantage of growing money tax-free for retirement should check in with their advisor. Resulting from the Tax Increase Prevention and Reconciliation Act of 2005 the $100,000 modified gross adjusted income ceiling …read more