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David Blair, QuadCap Wealth Management, And Roth IRAs

Top Quote QuadCap Wealth Management, LLC is a leading provider of fully comprehensive counseling, wealth management services, and tax preparation. End Quote
  • Dallas, TX (1888PressRelease) February 11, 2011 - David Blair, President of QuadCap Wealth Management, LLC recently outlined and explained the changes to the treatment of Roth IRAs. First, the option to split the tax on any traditional to Roth IRA conversion has expired. As of 2011, you must convert only that amount of your traditional IRA that you are comfortable paying taxes on. Substantially, if not all, benefits of the conversion are muted unless one can pay the tax on the conversion from funds outside of the IRA. In addition, the income limits for Roth contributions have risen for 2011, and don't begin to phase out until 107,000 for single taxpayers and 169,000 for married taxpayers.

    We started QuadCap Wealth Management, LLC to focus on a highly personalized comprehensive counseling program that is driven by dedicated personal service. Our firm provides in depth comprehensive financial counseling that covers all areas of your financial affairs, such as employee benefits planning, tax planning and preparation, asset allocation strategies, estate planning and wealth transfer strategies, as well as risk mitigation strategies.

    http://www.quadcapwm.com

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