The Navigoe Blog

Month: December 2014

Estate Planning Opportunities Using Roth IRA Conversions

In 2010, income limits to allow conversion of traditional IRA assets to Roth IRA were eliminated. This opened up the floodgates of financial planning ideas. The Roth conversion became a popular tool for retirement and tax planning. Less noted, a Roth conversion can be a powerful tool for estate planning. Generally, a Roth conversion for…

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Having more money (like losing weight) isn’t a real goal

I was talking with a friend about running, and he told me, “you know what the best way to improve your running time is?” “what?” I asked. “Lose weight,” he says. That just seemed entirely backwards. It’s like saying that the best way to improve your bench press is to get stronger. Aren’t I running…

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