Gail Buckner

A silver lining amid market woes

By Gail Buckner | May 1, 2009

For your baby boomer clients, the ability to convert pre-tax assets in a traditional IRA to a tax-free Roth IRA is an opportunity they don't...
Don't wait until the eleventh hour to discuss Roth conversions

By Gail Buckner | March 1, 2008

As you know, the income restriction that limits eligibility to convert pre-tax assets in a traditional IRA to a tax-free Roth IRA will be eliminated...

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Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.