Owen Murray On Roth IRA Planning in L.A. Times Article



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Owen Murray, director of investments for Horizon Advisors, was interviewed by Dean Starkman for an article discussing year end tax planning ideas, titled “Year-end tips may yield tax savings”, that appeared in the December 24th edition of the Los Angeles. Owen described a recent partial Roth IRA conversion which we recommended for one of our clients.  Based on their particular tax situation for 2014, our client was able to convert $30,000 from a traditional IRA into a Roth IRA and avoid any taxes on the conversion. All future growth and income in the Roth account will also be tax free.

Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Horizon offers integrated financial planning and investment management services.

Larry Maddox, CFP®, CPA
Larry founded Horizon Advisors, LLC in Houston, Texas in 1999 with fellow business partner Joe Thomson. He collaborates with our wealth management team and other external advisors to provide comprehensive wealth management services.

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