Attending The 2010 Advisors Summit

For many advisors the year 2009 was less than great. The decade ended on a sour note for many financial advisors. The reality is that the techniques and methods that worked in the past are simply no longer working.

Whay are some advisors thriving at a time when most are mearly struggling to survive? The simple answer is that yesterday's strategies can't meet the challenges that advisors face today.

That's the bad news. The good news is that Table Bay Financial can give you the answers to the new realities that face advisors. Filing the pipeline with quailfied candidates and using a anti-traditional sales approch gives advisors and edge over their competitors. Are you tired of the endless competition for the same dollars.

Smart advisors will be in Las Vegas March 24-26th to hear the answers to the key questions about the future of the financial services indusrty. Go to www.tablebayfinancial.com for more information on the must attend event!

Barry Bulakites
Table Bay Financial
America's IRA Experts

Sales Wisdom....

When a deal you get works for you, don't try pushing a single into a double. A hit is a hit....

Barry L. Bulakites
Table Bay Financial

Roth Imperative Part II

Fileres converting in 2010 get an added benefit! Extra time to pay any tax on the sum of deductible contributions and accumulated earnings in the regular IRA. Half of that income can be reported on the 2011 return and the other half with the 2012 return. The delay gives folks the time to put aside funds to pay the tax liability. More tomorrow...

Barry L. Bulakites

The Roth Imperative

A new tax savings opportunity debuts January 1st. High income earners will get access to Roth IRAs, because the income limit on converting a regular IRA to a Roth IRA disapprears. Currently, only taxpayers who have adjusted gross incomes of $100,000 or less are allowed to convert their regular IRAs to Roths.

Being able to convert to a regular IRA is the key to getting around incoem limits on direct Roth Payins. This year, those limits bar married couples with AGIs above $170,000 and singles with AGIs over $120,000 from making Roth payins.

Upper bracket filers can get a head start this year on creating a roth by setting up a regular IRA during 2009 and making nondeductible contributions to it. In 2010, they can convert it to a Roth IRA, paying tax only on the earnings. For individuals who already have IRAs with deductible payins, the tax treatment of the conversion is less favorable. In that situation, the tax free portion is based on the ratio of any nondeductible contributions to the total in all of their regular IRAs....tomorrow we will cover the speacil tax break that comes along with the year 2010.

Barry L. Bulakites

Tiger Woods

What type of club did she use?

New Series - The Biggest Financial Lies

Watch this site for the new series the Biggest Financial Lies....starts Monday


Barry L. Bulakites
Table Bay Financial

Tommy is Back!!!!

Ok, it was not 15 but a W is a W.

Brady is back!!!!!!!!!!!!!!!!!!!!!!


Barry Bulakites