What's New

• What is your business worth?
• Is it time to consider converting to a Roth IRA?
• Principal Financial Group News Room

What is your business worth?

06/29/2010—The value of your business influences when, to whom, and for how much you can sell your business. It also potentially impacts your retirement and the ability for the business to continue in your absence, or in the event of a disability.

Questions to consider:

• Do you know what you could sell your business for today?
• When was your business last valued?
• What if you became "partners" with your partner's spouse?
• What impact would your departure have on the value of your business?
• Does your business represent a substantial part of your planned retirement income?
• Are you aware it is possible that your business may be taxed at a higher value than it is sold for at death?
• What are the solutions for owner transition?
• What are the steps to take to plan for a sale?
• What is the timeline which allows an owner to totally step away from the business?

An informal business valuation, provided free of charge by the Principal Financial Group^®, will allow you to begin the planning necessary to allow YOU to leave your business on YOUR terms! Contact one of our business advisors today!

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Is it time to consider converting to a Roth IRA?

02/01/2010—Converting an IRA (traditional, rollover, SEP or SIMPLE^[1]) or other eligible qualified retirement plan to a Roth IRA may be more attractive and accessible than ever before. As of January 1, 2010, all investors have an opportunity to convert their retirement assets to a Roth IRA as income restrictions are going away.

Read more at principal.com 

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