Adam Miller

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last updated: September 2016

As a trusted fiduciary and fee-only financial planner Adam Miller works passionately to help families preserve and manage their assets. By encouraging families to communicate their values, he helps them to make an impact, sharing their wealth and wisdom with the people and organizations they care about.

Contact Adam Miller

REMINDER: This listing is a free service of LandCAN.
Adam Miller is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.

Listed in:

• Estate Planners
• Investment Advisers / CPAs
• Financial Planners

Contact Adam Miller

Elderado Financial, Inc.
President
1100 S. Townsend Ave
Montrose, Colorado  81401
Phone: 970-249-9900
Toll Free: 877-422-4770
Fax: 970-252-3940
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Service Area

Services provided in:

• Montrose County, Colorado

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Conservation Easements and the 2010 Roth Conversion - A symbiotic relationship

It may come as a shock, but there is a sort of symbiotic relationship at work between property owners with conservation easements and the IRS. Hard to believe, I know. We understand that the IRS gives tax breaks for those who protect their property from certain development and use. In special circumstances, these landowners can find tax breaks that many others will not reach, similar to the nectar only available to the unique and capable hummingbirds.

The Landowner, Conservation Easements & the 2010 Roth Conversion. At the beginning of 2010, the $100,000 MAGI (Modified Adjusted Gross Income) limit on Roth IRA conversions was lifted. Individuals that were not able to convert an IRA to a Roth in previous years may now be eligible, and the subject is getting quite a bit of news.