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C.A.R.E. Asset Management & Strategies, Inc.
John A. Epeneter, PC
(978) 897-0741

Helping clients achieve financial security for life


Articles on  IRA 's

Written by John A. Epeneter, CPA/PFS, CFP®, CFS, CCPS, Master of Science in Financial Planning, principal of C.A.R.E. Asset Management and Strategies, Inc.    

Roth Conversions for 2009 and After : Lifetime Opportunities to Increase Wealth Now and Beyond the Current Generation
Planning with Simple IRA's
Roth Retirement
How to Avoid Prohibited Transactions With Your IRA
How to Avoid April IRA Errors
How FDIC and SIPC Insurance Protects your IRA
How to Avoid the 50% Required Minimum Distribution Penalty
How to Compute Modified Adjusted Gross Income
How to Create and Preserve the “Stretch” IRA
How to Create the Perfect IRA Estate Plan
How To Deduct Losses On IRA Accounts
How to Discover Trends for Your IRA Investments
How to do a IRA Rollover Correctly
How to Implement New 2008 IRA Changes
ROTH Recharacterizations
IRA qualified participant for tax deduction
How to Protect an Inherited IRA Against Creditors
How to Select IRA Beneficiaries
How to Use the First-Time Home Buyer and Education Exceptions
How to Use The Tax Break of a Qualified Charitable Distribution
Temporary Waiver for IRA act of 2008
The Huge Tax Break for Laidoff Company Executives
Single Life Expentancy Table
Uniform Lifetime Table
Roth Conversions

© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS.   All rights reserved.
3 Russell Avenue, Maynard, Massachusetts 01754  info@johnecpa.com  Voice: 978-897-0741   FAX:  978-897-1055

CFP®  and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP®, Board's initial and ongoing certification requirements.  CARE Asset Management and Strategies, Inc. is a registered investment advisor in the state of Massachusetts. 

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