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  • Throwing snowballs at your mountain of debt

    February 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 252

    Abstract: Many people start the year intending to get out of debt, yet end the year owing just as much, if not more. This brief article explores a debt-reduction approach called “throwing snowballs,” which involves organizing debts from lowest to highest balance and knocking them down one by one.

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  • Retirement plan loans

    October 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 252

    Abstract: Those who are unable to borrow from a bank or other outside source may find that their qualified retirement plan is a good option. It’s also possible to benefit from resources in an IRA, but, as this article explains, there are caveats for both options.

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  • New for 2010: Roth IRA conversions available to everyone!

    February / March 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 252

    Abstract: 2010 is the year when those with significant amounts in their traditional IRAs can convert and reap the tax-free growth benefits of a Roth IRA — regardless of their income level. Previously, one had to have a modified adjusted gross income (MAGI) of $100,000 or less to be eligible to convert. This short article looks at some of the benefits and caveats.

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