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Tag: Traditional IRA


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 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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