1. Presenter’s Name Presenter’s Title   Is a Roth IRA conversion right for you? 2. The Roth IRA opportunity Lower account values may make conversions attractive today…

1. 2012 Tax Law UpdateBrought to you by:Presented by:Mike DavolioSenior Tax AnalystIntuit Accounting Professionals Division 2. Mike Davolio, CPASenior Tax Analyst• With…

1. Presented by: Kelly A. Chambers, CPA Stambaugh Ness PCNovember 13, 2009 2. If your company has a retirement plan… contribute to it! ◦ The contributions are not taxable…

1. Individual Tax Planning By Douglas S. RuttenbergExecutive Tax Forum - November 7, 2013 2. DRAFT COPY OF 2013 FORM 1040 AS OF JULY 26, 2013Executive Tax Forum - November…

1. Presented by: Kelly A. Chambers, CPA Stambaugh Ness PCNovember 13, 2009 2. If your company has a retirement plan… contribute to it! ◦ The contributions are not taxable…

Slide 1 Offered by National Western Life Wealth Transfer Slide 2 Mechanics for Leaving a Legacy SPIA Immediate Life Annuity Life Policy Lifetime Solutions Slide 3 $100 K…

Slide 1 Donor CLT Charity Initial Transfer Anything Left Over Payments for Life/Years Charitable Lead Trusts Donor’s heirs Dr. Russell James Texas Tech University Slide…

Slide 1 Understanding the Roth TSP Presented for: Honolulu-Pacific Federal Executive Board By: Ann Vanderslice Securities offered through Allied Beacon Partners, Inc. Member…

S U M M E R 2 0 0 7 Welcome 2010 ALPFA Seattle’s News and Events Gateway W I N T E R 2 0 1 0 V O L U M E 4 , N 1 I N T H I S I S S U E :  ALPFA Seattle: Setting the…

TM NOVEMBER 2012 SINCE 1980 — VolUME 32 • NUMBER 11 By Robert Harwood Roth IRAs started getting a lot of “press” back in 2010 when tax codes were changed to allow…