Rebecca Pavese and Paul Jacobs identify year-end strategies for minimizing next year’s income tax bill.
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Tag Archives: Media: Paul Jacobs
Paul Jacobs in Kiplinger
Paul Jacobs answers common questions about converting a traditional IRA to a Roth IRA.
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Paul Jacobs in DepositAccounts
Paul Jacobs points out a potential estate planning benefit for those considering a Roth IRA conversion.
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Paul Jacobs in the Westchester County Business Journal
Paul Jacobs draws attention to opportunities for rebalancing your portfolio with regards to international equities.
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Paul Jacobs in The Fiscal Times
Paul Jacobs suggests budget adjustments for workers facing unintentional early retirement.
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Paul Jacobs in MainStreet
Paul Jacobs explains why retirement savers might want to recharacterize their IRAs (or Roth IRAs) ahead of next year’s October 15 deadline.
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Paul Jacobs in The Wall Street Journal
Paul Jacobs explains Palisades Hudson’s stance on maintaining appropriate international exposure in investment portfolios.
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Paul Jacobs in Physician’s Money Digest
Paul Jacobs suggests that foreign markets’ underperformance in recent years has created a great opportunity for investors to rebalance their portfolios.
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Paul Jacobs in MarketWatch
Paul Jacobs examines some of the problems common to mutual funds using hedge fund strategies.
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Paul Jacobs in Marketwatch
Paul Jacobs reviews Georgia’s advantages as retirement destination.
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