Tag Archives: Roth IRA

Medicare costs can increase due to unintended consequences

Posted on November 3, 2010 by BH&J

In the Weekend Investor section of the October 30, 2010 Wall Street Journal, Ellen Schultz wrote an article outlining often overlooked considerations that can cause personal Medicare costs to rise and more of Social Security benefits to be taxed. In … Continue reading →

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IRA might help fill gaps left by employer-sponsored plans

Posted on January 6, 2010 by BH&J

Gary’s monthly column in The News Tribune was published today in the Business section. It examines five things that are often missing in 401k or other employer retirement plans: 1. Broad diversification 2. Inexpensive index funds 3. Money managers who … Continue reading →

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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 →

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