Lon Jefferies, CFP® @LonJefferies
I'm a fee-only Certified Financial Planner (CFP®). I have an obligation to act in my clients' best interest at all times. utahfinancialadvisor.blogspot.com Salt Lake City, Utah Joined May 2009-
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Be Not Afraid | Bason Asset Management buff.ly/1m2jZgy
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Retire Ready: When Assets Get a ½ Step-Up in Cost Basis buff.ly/1HQDP8T
Retire Ready: Is It Time to Reduce the Bond Exposure in Your Investment Portfolio? buff.ly/1lJjjfY
Retire Ready: Market Correction? Remember the Ace Up Your Sleeve buff.ly/1LZ2qmN
Retire Ready: The Short-Term Implications of Diversification buff.ly/1SJiu1w
On what date does the balance of my IRA determine my RMD? buff.ly/1IWpbHY @Kiplinger @NAPFA #MaximizeMoney
Should I take a loan out on my 401k? buff.ly/1IWpbHY @Kiplinger @NAPFA #MaximizeMoney
Should I contribute to a Roth or a traditional 401k plan? buff.ly/1IWpbHY @Kiplinger @NAPFA
What is the best way to take my RMD? buff.ly/1IWpbHY @Kiplinger @NAPFA
I have $13k in my online savings account. Should I contribute $5k to my Roth IRA? buff.ly/1IWpbHY @Kiplinger @NAPFA
How can I minimize future tax obligations resulting from retirement account distributions? buff.ly/1IWpbHY @Kiplinger @NAPFA
Can I convert after-tax contributions to my 401k to my Roth IRA? @Kiplinger @napfa client.scribblelive.com/Event/Maximize…
Can I convert after-tax contributions to my 401k to my Roth IRA? buff.ly/1IWpbHY #MaximizeMoney
Can I sell a rental property and buy a condo for my daughter without paying capital gains tax? buff.ly/1IWpbHY #MaximizeMoney
How can I minimize future tax obligations resulting from retirement account distributions? buff.ly/1IWpbHY #MaximizeMoney
Now joining the @Kiplinger and @NAPFA "Maximize Your Money" chat. Come get free financial advice! buff.ly/1IWpbHY #MaximizeMoney
Participating in the @Kiplinger and @NAPFA "Maximize Your Money" chat today from 1:00 - 3:00 MTN. buff.ly/1IWpbHY #MaximizeMoney
Participating in the Kiplinger and NAPFA "Maximize Your Money" chat today from 1:00 - 3:00 MTN. buff.ly/1IWpbHY #MaximizeMoney
@Ben_Dowsett I need an article about the continuation rule. Seems like GH has a bucket waived that I think should count 1-2 times per game.
Participating in the Kiplinger and NAPFA "Maximize Your Money" chat tomorrow from 1:00 - 3:00 MTN. buff.ly/1XWnNRY #MaximizeMoney
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