by Manchester Financial | Oct 7, 2016 | Economy, Markets, Tax Planning
If you converted any portion of your traditional IRA to a Roth IRA in 2015, you have until October 15, 2016, to complete a “do-over” – also known as a recharacterization. This will erase the Roth IRA conversion, treating it as if it never occurred. Your 2015 taxable...
by Manchester Financial | Mar 4, 2010 | Community, IRA
Westlake Village, Calif. – Robert Katch, president of Manchester Financial – a wealth management firm specializing in private banking, investment counsel, and tax and insurance guidance – has just been named a Master Elite Advisor for the Ed Slott Elite IRA Advisor...
