This week’s interview on Financial Insider Weekly is with Stanley Zlotoff, attorney at law. Our interview subject is, "Bankruptcy for individuals".
Should you “undo” a 2010 Roth conversion?
During the last few months, there has been a significant decline in the stock market. Some taxpayers may find that they are paying income taxes for a value that no longer exists. The Internal Revenue Code permits a reversal to be done. It is called a "recharacterization". According to questions and answers posted to the IRS web site (www.irs.gov), the final date for the notice and transfer to be done for a 2010 Roth conversion is October 17, 2011.
The role of life insurance in estate and financial planning
This week’s interview on Financial Insider Weekly is with Peggy Martin, CLU, ChFC of The Family Wealth Consulting Group. Our interview subject is, "The role of life insurance in estate and financial planning".
How Irrevocable Life Insurance Trusts provide liquidity and tax savings
This week’s interview on Financial Insider Weekly is with Scott Haislet, attorney and CPA. Our interview subject is, "Irrevocable Life Insurance Trusts".
Financial Insider Weekly is now broadcast in Morgan Hill
Morgan Hill cable subscribers can now watch Financial Insider Weekly on MHAT, cable channel 19 on Mondays and Tuesdays at 4 p.m. and 7 p.m. Pacific Time
What are different ways that you can invest in real estate?
This week’s interview on Financial Insider Weekly is with Lori Greymont of Summit Assets Group. Our interview subject is, "Choices for investing in real estate".