Mark Cortazzo

About the Author

Mark Cortazzo

Mark Cortazzo, CFP is senior partner with Parsippany, N.J.-based MACRO Consulting Group.

• 

  Three Retirement Buckets to Bail a Sinking Ship

  By Mark Cortazzo  |  March 21, 2011

  With the recent market turbulence and events in Japan and Libya, you've seen an increase in client concerns as to what it means for their assets.

• 

  Why Everyone Should Do a Roth Conversion

  By Mark Cortazzo  |  October 19, 2010

  Individual retirement accounts are probably the most pervasive yet least understood retirement account available.

• More Boomer Fun With 401(k)s

  By Mark Cortazzo  |  June 1, 2010

  The oldest of the boomer generation are now reaching that traditional mid-60 retirement age. The recent stock market woes have decimated retirement plan nest eggs....

• Finding 'lost' retirement income

  By Mark Cortazzo  |  April 1, 2010

  Was it really the lost decade? If we look at the S&P 500 as an example, it really was a losing proposition over those...

• Work with boomer retirees that want to be helped

  By Mark Cortazzo  |  March 1, 2010

  Today's investors are more knowledgeable, but it comes as a result of the information overload thrust in their faces each and every day. This barrage...

• Roth conversion is not an investment decision

  By Mark Cortazzo  |  February 1, 2010

  You have probably been inundated with endless advertisements and articles touting 2010 as a banner year for the financial advisory business. All of this is...

• Roth IRA plus NUA equals danger

  By Mark Cortazzo  |  January 23, 2010

  With all the buzz about Roth IRA conversions being free of income limits this year, a number of planning strategies have been put forth to...

• A Roth conversion not motivated by tax savings

  By Mark Cortazzo  |  November 1, 2009

  The upcoming calendar year will prove to be very busy for advisors. As we all know, the Roth conversion strategy is scheduled to become available...

• What Monte Carlo is not telling your clients

  By Mark Cortazzo  |  October 1, 2009

  1 Assumptions of Monte Carlo Simulation are referenced in article above, reported results are the expected value based upon five million trial simulations. Expected values...

• A hard look at retirement income funds

  By Mark Cortazzo  |  September 1, 2009

  The mutual fund industry is waking up to the boomer tsunami. New products offering targeted income and principal protection have emerged in the last few...