Springtime arrives with the March 2015 issue of The Wealth Architect

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Welcome to the March 2015 issue of The Wealth Architect. Tomorrow, March 20th, is the first day of spring. For those of us in the Northeast of the United States, spring cannot come soon enough.springtime

As always, this month’s issue is filled with pertinent information for increasing your financial literacy. Please feel free to contact us with any questions or concerns you may have.

And don’t forget, Armao LLP is your source for cost-effective, professional tax preparation services. April 15th is just weeks away!

In this month’s issue:

  • Converting Your After-Tax 401(k) Dollars to a Roth IRA
  • Estate Planning for a Second Marriage
  • Special Needs Trusts
  • Do I need to purchase flood insurance even if I don’t live in a high-risk area for floods?
  • Will I have to pay a penalty tax if I withdraw money from my IRA for a down payment on a house?