Kevin Conroy Certified Financial Planner tm

12/01/2016

If you're considering converting a traditional IRA or 401(k) to a Roth IRA, here's what you need to know.

10/12/2016

Reauthorization of New Jersey’s Transportation Trust Fund to get road, bridge, rail and other transportation projects back online moved closer to reality today as the Senate passed legislation this morning and the Assembly approved the measures in the afternoon. Taxpayers will also see elimination o...

10/06/2016

Why deciding whether to convert your 401(k) to an IRA is about to get a lot more complicated

09/14/2016

If you are 59 1/2 you may be eligible to rollover your 401(k) to an IRA without leaving the company.This may be a better choice than the limited investments ava

08/18/2016

12 No-Tax and Low-Tax Retirement Plan Distributions

Question: I have inherited a retirement plan account and need to cash out the account as soon as possible.

08/15/2016

If you've left your job, what's the smartest thing to do with the money in your 401(k)?

08/11/2016

Roll Over Your 401(k) or Leave It Behind?

Question: I'm leaving my job, but my former employer said I could leave my 401(k) assets in my

08/03/2016

Estate Planning: 4 Ways to Avoid a Mistake

07/28/2016

Q: I want to convert my traditional IRA to a Roth. I’m 62, receive a military pension, and have not started receiving Social Security. I…

07/13/2016

Community news for Los Altos, Los Altos Hills and Mountain View since 1947

07/05/2016

Creditor risk, which may be overlooked by investors, can erode retirement savings, particularly in an IRA account.

06/08/2016

Both retirement plans are popular, but differ in how taxes are handled.