tax Archive

Ask Mary: IRA Conversions

Posted by Mary | Filed under tax

Robert asked: CAN YOU GIVE US THE GENERAL PARAMETERS FOR MAKING THE DECISION TO WHETHER CONVERT FROM A TRADITIONAL IRA TO A ROTH IRA?  ROBERT THANKS FOR THE QUESTION. ROBERT- A LOT OF FOLKS ARE ASKING ABOUT THAT HOT TOPIC RIGHT NOW.  LETS START WITH... (more...)

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Read more | Comments (0) | July 30th, 2010

Should it Stay or Should it Go?

Posted by Mary | Filed under tax

      I received a good follow up question in response to my last article on what women over 40 years old need to know about money. Becky asked, “What bills should I save forever and which should I keep?”  Great question Becky!  My office area... (more...)

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Read more | Comments (0) | June 28th, 2010

Energy Investment: Gov. Ed Rendell on the Future of Fuel

Posted by Mary | Filed under Alternative Fuels, Energy, Green, Videos, tax

Remember the days before the great recession? We were more concerned about oil hitting $200- than with the solvency of our banks and our personal balance sheets. It was in this environment that I spoke with the Governor of Pennsylvania about the issue... (more...)

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Read more | Comments (0) | January 6th, 2010

Make $ This Summer

Posted by Mary | Filed under tax

You rarely see or hear tax stories in the news — most editors and producers think the topic isn’t sexy enough. But if building wealth matters to you, then you have to care about tax issues. With a few deft moves you can end a year wealthier... (more...)

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Read more | Comments (0) | August 7th, 2009