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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for February, 2014

    As a nation we celebrate Veterans Day in November to honor our service men and women. We hope you enjoy gathering with friends and family with a grateful heart towards our military men and women. The Bone-afide enews will focus our attention on Service Pension benefits, which are available to qualifying Veterans.  This […]

Considering a Roth IRA Conversion?

by Antoinette Bone on Feb 4, 2014 Posted on Our Blog

Converting all or a portion of a traditional IRA to a Roth IRA can allow one to turn tax-deferred future growth into tax-free growth and take advantage of a Roth IRA’s estate planning benefits. As this article explains, a Roth’s exemption from minimum distribution requirements allows funds to continue growing tax-free for many years. And, […]