Tag Archives: Roth conversion

Net Operating Loss Can Be Valuable

Posted on November 10, 2009 by BH&J

Gary wrote a guest column for the South Sound Business Examiner focusing on the Roth IRA conversion opportunity specifically for business owners. Small business owners with negative taxable income due to a net operating loss in their business can convert … Continue reading →

Posted in Financial planning, Investments, Retirement, Small business, Taxes | Tagged , , , , , , , | Leave a comment

Roth Conversion; Unprecedented Opportunity

Posted on November 6, 2009 by BH&J

Gary’s latest monthly column in The News Tribune was published Nov. 6. Roth conversion makes sense if you meet right criteria Click on the thumbnail image to read the article This is an exceptional opportunity to potentially save thousands of … Continue reading →

Posted in Financial planning, Investments, Retirement, Taxes | Tagged , , , , , , | Leave a comment