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Daily Archives: October 4, 2015

Medicare Open Enrollment Period Begins October 15, Are You Ready?

LegislationBy adminCMGOctober 4, 2015

1 – What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the…

Deadline Approaching for Undoing a 2014 Roth IRA Conversion

Financial PlanningBy adminCMGOctober 4, 2015

If you converted a traditional IRA to a Roth IRA in 2014 and your Roth IRA has sustained losses, you may want to consider whether it makes sense to undo (recharacterize) your conversion. You have until October 15, 2015, to undo your 2014 conversion. (If you’ve already filed your federal income tax return for 2014,…

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