| Refer
a friend |
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| February 2007 |
|
President & CEO
Patrick
Ifrah
Financial Planners
Micah Brown, CFP®
Chris
Cooper, CFP®
Stephen DeSalvo, CFP®
Jim Erwin
Bobby Harris,
CFP®
Frank Kelly, CFP®
John Kelly, CFP®
Kyle Pitts,
CFP®
Doug Spencer, CFP®
Client Service
Group
Robert McCollum
Heidi Roeglin-Banks
Evelyn
Rogers
Renee Pearson
Joanna Goldman
Sabrina
Spinnato
Latisha Bell
Gavin Dowdy
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Look
at What's New for 2007
Every new year offers some
surprises, and 2007 is no exception. Here's a look at some of
the changes--big and small--that may affect your finances this
year. |
| More
Details |
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Rate
Changes and Your Portfolio: Awaiting with
Interest
Over the last two years, we've grown used
to rising interest rates. Ever since mid-2004, the Federal
Reserve Board has regularly increased the federal funds target
rate. However, that pace has begun to moderate. It's not
necessarily safe to assume that interest rates will be flat or
drop, but it's no longer a given that they'll automatically go
up, either. What does this mean when it comes to your
portfolio? |
| More
Details |
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Successful
Investors' Strategies and How You Can Apply
Them
For golfers looking to improve their game, it
can be useful to watch Tiger Woods. In the same way, investors
can learn from acknowledged money masters. Though you may not
have their experience or resources, understanding the
philosophies they use can help you develop your own investing
approach. |
| More
Details |
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Ask
the Experts: Is it too late to make an IRA contribution for
2006?
You can make an IRA contribution for 2006 at
any time up until the due date for filing your federal income
tax return for the year. For most people, this will be April
16, 2007. This deadline isn't affected by any extension you
may receive to file your return. So, if you obtain an
automatic six-month extension, you'll have additional time to
file your tax return, but you won't have any additional time
to make an IRA contribution. |
| More
Details |
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Ask
the Experts: How do I undo my 2006 Roth IRA
conversion?
So you converted your traditional IRA
to a Roth IRA in 2006, and now you've determined that the
conversion no longer makes good tax sense, or that you were
ineligible to make the conversion in the first place. What do
you do? You may be able to reverse ("recharacterize") your
conversion. When you recharacterize a Roth conversion, it's as
though the conversion never occurred, and the funds are
treated as having never left your traditional IRA. |
| More
Details | |
This publication should not be construed as
investment or tax advice. The information obtained in preparing this
publication came from sources deemed reliable but Ifrah Financial
Services, Inc. makes no guarantee as to its accuracy or
completeness. Please consult with professionals prior to making
decisions that can impact your financial life. |
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