Planning For the Increase in Taxes -
Are you starting to think about ways to plan around the 2013 Added 3.8% Tax on Investment income and what about rolling into a Roth IRA?

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“Should I convert a Non-Deductible IRA to a Roth IRA?”
- Larry Calls In From New York

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“I’m in my early 40’s and make just over $250,000 supporting my wife and 5 kids. I understand there will be changes in increased taxes for my income level but I can’t find any details for planning purposes. How can I best prepare for the tax changes already in motion?”
- Email from Roger

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“Congress expanded FDIC coverage to $250k until December 31, 2013. Has this been extended? If not, what happens to a $200k 5 year CD opened now on Jan 1st 2014? Will it not be fully insured by FDIC for the remaining two years of the CD?”
- Email from Susan

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“I have a 401-B, a non-profit organization. I am 60 years old and could now remove the money. I was thinking of moving the money out because it is giving me minimal return. Would it be a good idea to move it to an IRA?”
- Jane from Illinois Calls In

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