Archive for the ‘Retirement planning’ Category

offJuly 20, 2011

What’s the Password? By: Al Young

I recently probated the estate of a young man who died unexpectedly. John was tech-savvy, paid all of his bills online, and received all of his bank statements and investment account statements electronically. The problem was that no one knew his user names or passwords.

Highland Investment Advisors’ What’s the Password? can be viewed by clicking here.

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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.

offNovember 18, 2010

Roth IRA’s differ from traditional IRA’s as the contributions made to a Roth IRA are not deductible for tax purposes but the distributions taken from a Roth IRA are not taxable to the taxpayer. The dilemma: take the tax deduction now and pay taxes later or make non-deductible contributions now and pay no taxes later.

Highland Investment Advisors’ Traditional IRA vs. Roth IRA: To Convert or Not to Convert can be viewed by clicking here.

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Access the entire Highland Columns Volume 1, Issue 1 by clicking here.

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