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October 20, 2010
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Michael Brady, President
Generosity Wealth Management
1818 16th Street
Boulder, CO  80302

P 303.747.6455
F 858.947.3807
www.generositywealth.com
 

Registered Representative of and securities offered through QA3 Financial, Corp.  Member FINRA/SIPC
Investment Advisor Representative of and Advisory Services offered through Generosity Wealth Management, LLC., a Colorado Registered Investment Advisory firm 
Generosity Wealth Management, LLC and QA3 Financial Corp or QA3 Financial, LLC are not affiliated companies

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Greetings!

2010 is the year of the Roth Conversion and maybe the end of lower taxes.

In 2010 there are unique Roth Conversion rules that expire at the end of the year.

With higher tax rates next year, what should you do?

Listen to my video below to find out why this is so important.


Tax Rate Hikes

As a follow up to my video above (see above of course), unless Congress passes a new tax law in a lame duck session by the end of the year, higher taxes are in your future.


Here's the chart
2011 Tax Increase 


QE 2

Reserve Credit OutstandingQuanitative Easing ( known as QE 2 amongst friends) is coming this quarter.  In my opinion, it's being priced into the markets already.

What is it?  A scheme by which the money supply is increased and hopefully starve off deflation and boost the enconomy.

Sorry, I'm not buying it.

Click on link to read more.

QE1 Failed, Why will QE2 Work - Link
and
Fed's Strategy of Getting Retail Investors into Stocks Via QE2 will Fail

Future of Estate Planning Remains up in the Air


In the same vein as my video and article on Unresolved Tax Bills in Congress, the Estate Tax is STILL not resolved for next year.

What a disaster!

The Estate Tax exemption is about to revert to $1,000,000 again in just a few months. 

Click on the link below.



Mr. Potato Head turns 60 Mr. Potato Head

Enough with all the serious tax, Roth, and estate planning talk.

How about celebrating Mr. Potato Head! 

He just turned 60.  Yeah! 

Celebrating 60 Years of Mr. Potato Head - Link

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I'm here to help!....

I'd love to talk more with you about the above topics or anyway I can help you grow and preserve your money while providing for yourself, your family, and community.

Mike