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Tag Archive: goldwater financial group

Financial Priorities: Create a Tax Deduction to Fund Income, Legacy, and Philanthropy (Case Study #3)

Financial Priorities: Create a Tax Deduction to Fund Income, Legacy, and Philanthropy (Case Study #3)

Financial Priorities: Create a Tax Deduction to Fund Income, Legacy, and Philanthropy (Case Study #3) | August 20, 2013 | , ,

Written By: Barry Goldwater in Newton, MA How would you like to be able to do this for your family: create income with low tax burdens, leave a legacy to your family, and support philanthropic endeavors? This article describes the process and the strategy that provides all three benefits at the same time. Fortunately, there are ways for everyone to take advantage of the principals of charitable giving provided that you have saved well and you are now are in a position to reorient that...

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Re-Characterizing a Traditional IRA to a Roth

Re-Characterizing a Traditional IRA to a Roth

Re-Characterizing a Traditional IRA to a Roth | August 6, 2013 | , , ,

Written By: Barry Goldwater in Newton, MA As a planner, I talk to people every day about financial priorities. It’s the usual stuff; retirees who need income, people changing jobs want to understand rollovers, young families wanting life insurance. Financial priorities are where you are right now in your life and they usually change as you live longer. Whatever your financial priority, you still need the right strategy creatively getting you to where you need to go. I say creatively, because there is always more...

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