Most Wealth Management Clients Not Hearing About Roth Conversions from Advisors, Survey Shows

MEDFIELD, Mass., June 16, 2010 — In the first study done on the impact on investment advisors of the liberalized Roth IRA conversion rules that went into effect in January, research sponsored by Advisors Trusted Advisor (http://www.AdvisorsTrustedAdvisor.com) and completed by 242 investmen…

Roth 2010 Conversion Package Arms Financial Advisors with Business-Building Opportunities

MEDFIELD, Mass., Sept. 1, 2009 — In May of 2006, President Bush signed a $70 billion tax cut provision that changed the eligibility rules for Roth IRA conversions. Starting on January 1, 2010, taxpayers with a modified adjusted gross income of more than $100,000 will be allowed to convert a traditi…

A Look Inside The Latest Health Care Proposals (H.R. 3200)

EDWARDSVILLE, Ill., August 17, 2009 — With so much turmoil surrounding the federal government’s health care initiatives, the Federation of American Consumers and Travelers (FACT) is attempting to create a summary of key provisions. The goal is to condense incredibly lengthy and convol…