Dear Friends and Family,

“Patriotism is not short, frenzied outbursts of emotion, but the tranquil and steady dedication of a lifetime.” – Adlai Stevenson. Happy 4th of July!

This summer, we’re reviewing client 401(k) allocations. It’s complimentary—email or fax Julie for assistance.
Upcoming Issaquah Seminars:

September 23 – Women, Wisdom & Wealth

October 21 – College Planning

Roth IRA Conversion Alert: Beginning Jan 1, 2010, income limits for Roth conversions are removed. You may also defer tax liability over 2011 and 2012. Key Dates:

• Jan 1, 2010 – First day eligible clients may convert to a Roth IRA without income limits.
• Dec 31, 2010 – Last day to convert and defer taxes over two years.

Fidelity Asset Movement Authorizations now include IRA contributions and distributions. We recommend enabling this on all your accounts to streamline future transactions. To enroll, contact Vicki Callaghan at 425-657-2208 or email vicki@katzfamilyfinancial.com.

Sincerely,

Katz Family Financial