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 | Aug 17, 2016 | IRA, Retirement
At first glance, the rules for IRA RMDs (Required Minimum Distributions) sound simple. However, they can quickly become complex. Running calculations for IRA annuities with additional benefits, such as death benefits and income protection guarantees, is not as...
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...
