Monthly Archives: December 2012

Happy New Year

Posted on December 27, 2012 by Jeffrey Berson

First – A heartfelt thanks to all of our reps and associates who made 2012 a record year for ISN. We appreciate all of the efforts you make and we will re-commit to you that our service will continue to … Continue reading →

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Should You Go “Roth?”

Posted on December 19, 2012 by Jeffrey Berson

SHOULD YOU CONVERT YOUR IRA TO A ROTH ? I received a random call about the new opportunity to convert a traditional IRA to a Roth IRA.  The person said “I am going to convert my IRA to a Roth before … Continue reading →

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End of Year Strategies – Lifetime Gift Tax Exemption

Posted on December 7, 2012 by Jeffrey Berson

As 2012 comes down the home stretch, many strategists are focussing on the tremendous tax planning opportunity provided by the 2012 Lifetime Gift Tax exemption amount of $5.12MM. Every where you look you see articles and information that call this … Continue reading →

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