Articles

Maximizing the Potential of Re-Characterizing a Roth Conversion
by Robert Daigle, CFP^®, CLU, CTFA
Before you consider re-characterizing a former conversion of a traditional IRA to a Roth IRA and a subsequent conversion to a Roth account of the same assets, be sure you're up to speed on the timing and implications of re-characterizing.

Understanding Stimulus Spending, Budget Deficits, and the State of the U.S. Economy
by Satya B. Dutta, Ph.D.
The U.S. federal budget deficit is on track to reach $1.6 trillion in fiscal year 2010-2011. How did we get here? Although deficits are nothing new for the United States, an unprecedented series of events has brought us to where we are today. Will stimulus spending be the key to recovery?

Book Review

Sustainable Wealth: Achieve Financial Security in a Volatile World of Debt and Consumption
by Axel Merk
Reviewed by Gary W. Silverman, CFP^®
This is not a detailed how-to book, but rather a book about a rational living philosophy. Those wanting a checklist that leads to a life of prosperity will be disappointed. Those wanting a framework to establish and accomplish their financial objectives while understanding the fiscal world around them will be pleased.