Archive for the ‘Financial Planning’ Category

Roth IRA Distribution Flowchart

I was commonly asked by readers and friends about Roth IRA and what are the basic rules surrounding its qualified and non-qualified distributions. There are some quick things which you can share about Roth IRA distribution like any withdrawls before the age 59 1/2 would be subject penalty, any withdrawals which are qualified like first […]

5 Steps to help you start planning for 2012 Tax year now…

It is June of 2012 already, half of the year is almost over. In no time, we will see another new year. Time flies and it flies fast taking for a ride along with it. We should always plan and prepare for every possible situation. 2012 Tax season has come and gone but it’s time […]

What is Normal Return?

I been wanting to write this post for sometime and finally got to do it today. We have seen turbulent economic conditions for the last few years that have brought returns which doesn’t really match any previous years. It brings to us a big question, What is the Normal Return?. Here is a snapshot of […]