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Tag: Roth IRA


The Retiree Predicament

August 23, 2016

According to U.S. government census data, there were 76 million people born in the United States between the years of 1946 and 1964. This generation is widely known as the baby boomers. Currently, approximately 10,000 baby boomers retire every day. This generation is entering retirement during one of the most challenging investment time periods in our country’s history.

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Financial Planning Updates for 2016

February 19, 2016

We are always striving to help improve our clients’ financial lives. Our Managing Partner, Jeff Powell, has done a great job writing about the markets and what Polaris Greystone Financial Group (PGFG) is doing from a portfolio management perspective.

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Year-End Planning Part 3: Retirement Contributions

December 1, 2012

Remarkably, 2012 is quickly coming to an end. This is a good time for you to evaluate your retirement plan to make sure that you are contributing as much as the law allows. Some contributions must be made by year end; others can be deferred until you file your tax return next year.

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Year-End Planning - Part 2: Roth Conversion

November 1, 2012

The looming potential of the 2013 "Fiscal Cliff" has raised many questions from our clients. Regardless of who wins next week's election, potential tax law changes have many of our clients questioning what they can do today to protect their assets from the potential impact from higher taxes in their portfolio in the future.

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