Andy was quoted in an article "14 Tips to Help you Invest More in 2012". Becoming investment-wise applies even if you’re working with a financial planner. Wealth management specialist and CPA Andrew Rice, Vice-President of Money Management Services, Inc. in Birmingham, Alabama, says his more knowledgeable clients do better in the market because their confidence allows them to handle more risk.
At the writing of this post, business owners have exactly 41 days to comply with new ERISA guidelines. Every company with a 401k will face new rules and penalties regarding how information is disclosed and processed.
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It was another exciting week on Wall Street as the majority of stocks continued to befuddle the most pessimistic pundits as stocks close up. During the holiday-shortened week, stocks took their cue from better-than-expected earnings reports and some unexpectedly strong economic data. It was the ‘bulls’ third-straight weekly win for the month of January and it’s the best start for a new year dating all the way back to 1987. And, what’s even more confusing and surprising is that the worst stocks of 2011 are now the new leaders of the still young 2012.
Read Andy's article published by Advisor One discussing "Some Relief Being Given For Tornado Stricken Areas"...
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In a previous article, I couldn't tackle all the issues associated with this complicated conversion dilemma, nor can I completely finish them here. However, I'd like to propose a number of additional issues worth considering, based on feedback to my original article, in the hope that it, as well as other discussions, will prompt advisors to step back and at least re-think their opinions on the Roth very carefully.
Andy recently won Fi360's article competition for the article he wrote "Roth Conversion - The Gamble of a Lifetime". The article was published by Investment News on January 31, 2010. You can also read the announcement of Andy as the winner on Fi360's website and listen to the audio of the award presentat