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Do you have former employer 401k plans or IRA's invested in different places?
It's hard to manage when things are spread all over the place.
So at Jenco, we help you to implement a comprehensive plan to reach your goals.
Did you know 2010 is the year of the ROTH Conversion?
No matter what your income or value of your traditional IRA, you can convert to a ROTH. What are the benefits?
Well for starters, you may negate paying taxes on your social security income in retirement. It's important, so
be sure to review your options.
Did you know
that Tax-Free Charitable IRA Distributions Extended through 2009. The law was extended that permits you to satisfy
required minimum distribution (RMD) obligations with tax-free IRA distributions to a charitable organization has been extended.
Also, 2009 RMD's have been deferred. Currently this applies for the tax year 2009 only.
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