Posts Tagged ‘beneficiary’


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on August 10, 2010

September is National Life Insurance Awareness Month When was the last time you looked at your life insurance coverage? Why not do it now? September is as good a time as any – in fact, this is National Life Insurance Awareness Month. The non-profit Life and Health Insurance Foundation for Education (LIFE) wants to awaken [...]

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Tags: beneficiaries, beneficiary, business owner, business owners, death benefit, financial strategy, key person insurance, life insurance, sretirement planning


Roth IRA Conversions For 2010

Icon Provided by Joseph Regenstein IV, CMFC on February 2, 2010

In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year.

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Tags: beneficiaries, beneficiary, distributions, heirs, IRA, irs, life expectancy, minimum withdrawals, older investors, retirement, Roth, roth conversion