Can I Roll My 401k into a Roth IRA?

April 9, 2010 by Pete Mitchell
Filed under All Posts, Everything IRA, Your 401(k)

What’s Up With The 2010 Estate Tax – Presented by Pete Mitchell

March 17, 2010 by Pete Mitchell
Filed under All Posts, Estate planning

0% estate taxes in 2010 … for now, anyway. On January 1, the federal estate tax went away – at least for the time being and perhaps for all of 2010 as envisioned back in 2001. President Obama and Congressional leaders wanted the estate tax to stick around in 2010 at 2009 levels (estate taxes up to 45% with a $3.5 million exemption), but lawmakers were preoccupied with other matters.1,2

Tags: 1 Million, 5 Million, American Institute Of Certified Public Accountants, As American Institute, Bypass trust, Capital Gains, Certified Public Accountants, Congress, Congressional Leaders, Estate Planners, Estate tax in the United States, Federal Estate Tax, federal government, Finance, Gift tax in the United States, Gift Taxes, Good Question, Inheritance, Institute Of Certified Public Accountants, January 1, Law, Lawmakers, Obama, Obama administration, Pete Mitchell, Political economy, Suspense, Tax, Tax haven, Taxation, Taxation in the United States, Tom Ochsenschlager, vice-president for taxation, Washington,United States, Wealthy Families

Long Beach Financial Planner - Pete Mitchell

Can I Roll My 401k into a Roth IRA?

What’s Up With The 2010 Estate Tax – Presented by Pete Mitchell

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