Author Archives: Rebecca Dawson

Consider These Fees When Evaluating Mutual Funds

There is a common belief that investing in mutual funds is a conservative way to accumulate wealth in the stock market. We have all seen the cover of financial magazines that read: “Our 100 Best Mutual Funds for 2017.” Yes, magazine companies are in the business of selling their magazines. If you are looking at… Read More »

Tax Savings with a Roth IRA and Real Estate

In 2010 due to The Tax Increase Prevention and Reconciliation Act of 2005, all holders of IRAs (SEP, SIMPLE and traditional) may convert to a Roth IRA, regardless of their income. Previously, in order to be able to convert from an IRA to a Roth IRA your income needed to be under $100,000. The IRS… Read More »