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LotusGroup Advisors Topic-Focused Blogs
Roth IRA Conversions
This site is focused on all the things you ever wanted to know about the Roth IRA Conversion rule changes that are going into effect in 2010 to help you figure out if converting your IRA to a Roth IRA is a good idea.
Best 529 Plans
This site details everything you need to know in order to make the best 529 College Savings decision for your loved ones. It also explains the things you want to make sure you avoid when choosing a 529 plan.
401K to IRA Rollovers
This site lays out the considerations and reasons why rolling your 401k to an IRA is a good idea. It includes a video case study detailing the experience of someone who rolled their 401k over to an IRA and the benefits gained from doing so.
Split Dollar Insurance
This site explains what Split Dollar Insurance is, the different ways it’s used, and how to customize it based on your needs and the needs of your estate.