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FinanceDude · 11-28-2007, 08:55 AM

He's an articulate funny guy....who ever thought a CPA could have such a good sense of humor?

He covered a lot of details that would be boring to mention here, so I will summarize:

1)Make sure your beneficiary forms are up to date, or Congress will take your money.

2)Taxes are going up, so the time is now to convert IRAs to Roths, or fund Roths.

3)AMT will continue to be a mess for some time to come.

4)We are in a YOYO environment: YOU'RE ON YOUR OWN!!

5)Life insurance is the best way to leave money tax-free to heirs..............

11-28-2007, 08:55 AM	#1
FinanceDude Give me a museum and I'll fill it. (Picasso) Give me a forum ... Join Date: Aug 2006 Posts: 9,174	He's an articulate funny guy....who ever thought a CPA could have such a good sense of humor? He covered a lot of details that would be boring to mention here, so I will summarize: 1)Make sure your beneficiary forms are up to date, or Congress will take your money. 2)Taxes are going up, so the time is now to convert IRAs to Roths, or fund Roths. 3)AMT will continue to be a mess for some time to come. 4)We are in a YOYO environment: YOU'RE ON YOUR OWN!! 5)Life insurance is the best way to leave money tax-free to heirs.............. __________________ Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:) This Thread is USELESS without pics.........:)