Ledis Leaf's List: finance

• effect in 2010
• traditional IRA
• convert
• Roth regardless of

2 more annotations...

• You have until your tax return deadline to set up and make contributions for the previous tax year
• limit
• $5,000 for 2008 and
• only if you have earned income from a job
• you can take out your contributions at any time -- not your earnings
• account
• Use Fund Finder to search for funds that have low investment minimums
• designate what year the contributions are for
• investing your tax refund

7 more annotations...

• effect in 2011, assuming the economy is growing steadily
• No repeal of estate taxes, but count on an exemption of at least $3.5 million, and it could be set as high as $5 million if the Senate prevails.