I found this article from Newsday interesting. They list six ways to save taxes, based mostly on depressed asset values, something that I’ve written about before. Convert your traditional IRA to a Roth IRA. “Undo” or recharacterize a Roth IRA conversion if your initial conversion was in 2008 when values were significantly higher. If you have… Read More
Jon Stewart vs. Jim Cramer
One of the greatest issues facing estate planners today is the vast decline in so many of our clients’ wealth. This is especially true in South Florida where the real estate market has collapsed, and Bernie Madoff’s clients abound. The list of people whose “fault” this is is too long to post here. But certainly… Read More
