The article, entitled Short Sale Leads to a Retirement Gain was written by Niki Reading. Ms. Reading selected Ms. Bear for an interview because she was impressed by Teresa’s unique credentials. Since Teresa is not only a Certified Financial Planner with an MBA but also a Certified Public Accountant, Ms. Reading wanted to know how that combination benefited Ms. Bear’s clients.
As Ms. Bear explained to Ms. Reading:
My professional career started in the area of tax law. This allows me to practice holistic financial planning by examining the tax impact of financial transactions and develop plans to minimize the tax burdens of my clients.
In the article, Ms. Bear illustrated a case in which a client was able to use the loss from the sale of a bad real estate investment to offset income from a Roth IRA conversion. This allowed for the couple to increase the tax free legacy they intended to leave for their children.
Wall Street Journal subscribers can access the full story by clicking on the following link:
To learn about Teresa Bear, stop by the offices of JC Grason at 4864 E Baseline Road, Suite 109 in Mesa, AZ; visit www.TeresaBear.com; or call 1-480-503-0050.
Teresa also entertains web visitors with her creative blogs – www.TeresaBearBlog.com, and http://travels.flatteresa.com/
For more information on how Teresa Bear can help, please visit www.teresabear.com.
About Teresa Bear:
Teresa Bear is the President of JC Grason of Mesa, LLC and specializes in retirement planning and asset preservation for retirees and their loved ones. She has been a Certified Public Accountant practicing in the area of taxation for more than 25 years and is also a Certified Financial Planner ™. She is also an Investment Advisor Representative with Brookstone Capital Management LLC, a SEC Registered Investment Advisor.
Teresa is a graduate of Graceland University in Iowa and has an MBA from the University of Kansas. She is also the author of the book She Retired Happily Ever After. Teresa has been featured in the USA Today, The Wall Street Journal and Woman’s Day Magazine. Teresa Bear is not an attorney and does not give legal advice. Material discussed is meant for general informational purposes only and it is not to be construed as legal advice and should not be considered a substitute for legal advice from a competent attorney.
Tags: Teresa Bear, finance, JC Grason Mesa, Mesa financial planning, financial planning, 401(k) management, retirement planning, Financial Trendsetters