Leon Rousso, CFP and Associates

The smarter you get the better we look

Welcome to our website.  It's primary purpose is to allow existing clients or potential new clients to gain a better understanding of what we do and how we do it.  You will find valuable information within our site.  We assist clients in the counties of Ventura, Santa Barbara and Los Angeles as well as throughout the state of California, Arizona and Nevada.   Our mission is to enhance the quality of your life by incorporating the highest standards of professionalism, integrity, disclosure and suitability into every client relationship.  If you are an existing client thank you as always for your confidence and support over these past 31 years.  If you are new to us we look forward to earning your trust so that we may have an opportunity to serve you or your business.

    

                                  

 

                                   

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

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