by Deidra Fulton | Oct 19, 2015 | Uncategorized
As we head into end-of-year tax planning, it seems that one question is on everyone’s mind: Should I convert my Traditional IRA to a ROTH IRA? Articles are everywhere touting the value of ROTH conversions, and for good reason. ROTH IRAs offer many potential benefits, including tax-free growth, tax-free withdrawals (when adhering to qualified distribution criteria), no minimum withdrawal requirements at 70 1/2 and the ability to pass on the assets to heirs tax free.
by Deidra Fulton | Sep 2, 2015 | Uncategorized
It’s been over a week since the market took it’s first deep dive that rattled investors and has fueled an unprecedented level of turbulence. If you’ve been listening to the media coverage, you know well that the primary cause of the new volatility is not the U.S. economy or a slump in a major sector, but a foreign country: China. The big question for many is this: why China?
by Deidra Fulton | Aug 7, 2015 | Uncategorized
What is it about gold? It’s easy to go back to the Egyptians and beyond to see the allure and intrigue gold has held over the centuries and it still manages to tug at our hearts — and our wallets — today. But while gold may conjure up images of shiny, sparkly things that are beautiful to the eye, it doesn’t necessarily shape up to be a good investment.
by Deidra Fulton | Dec 2, 2014 | Uncategorized
We’ve now fully shifted into the holiday season, with the year-end fast approaching. Yet there may still be time for you to trim your tax liability for 2014. Consider the following as potential year-end moves.
by Deidra Fulton | Oct 27, 2014 | Uncategorized
This is the time of year when many employees are or soon will be making benefit elections for the next calendar year. One potential resource that has been gaining in recent popularity is the Health Savings Account (HSA).
by Deidra Fulton | Sep 17, 2014 | Uncategorized
The equity markets continue their favorable performance 5 years into the bull run, notwithstanding the occasional blip here and there. Some of us may have been lulled into riding the momentum, thereby making no changes in portfolio allocations or holdings. After all, we want our portfolio to continue growing and propelling us toward our financial goals, right?
