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From the Northeastern Section of the ACS, focusing on career management and development
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06/22/09
Watch-outs 10. Planning for Roth conversions and contingencies
Filed under: Mature professionals, Legal matters
Posted by: site admin @ 2:55 pm

Government changes provide benefits
SourceWSJ 6-20/1-09 p. R2
Reference to increase in C.O.L.A. in
SS for 2009, suspension of required
minimum distribution from tax deferred
investments for 2009 and a thoughtful
T. Rowe Price projection of the benefits
of Roth conversions. 
Implications:  may not have to sell
assets that have tumbled in the down
turn for IRA withdrawls.  The COLA
in SS may help cover some expenses.

Competitive advantages can be through
innovations and thoughtful planning
and Preparation for sick days
SourceWSJ 6-22-09 p. R3  A. Mawani
Many examples of how one company or
other jumps ahead of the competition
by innovating.  A. Mawani describes how
leading firms will prepare for flu pandemics
through critical staffing, planning and
preventive actions.  This will not only
limit the effect but reveal strategic
advantages to investors, vendors and
customers.

Planning and strategy for 2009 Roth
conversions.
Source
:  WSJ 6-20/1-09
Kelly Greene looks deeply at the big picture
around Roth conversions for people. 
She cites that the tax considerations are
quite complicated.   She points to several
neat resources including the
Rothretirement calculator.  This may
not be a DIY project but the discussion
does bring up the potential long term
benefits for savvy investors.

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