Investments/Portfolio Management

Investments/Portfolio Management

In what do you need to invest?

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It is never too late to plant the seed for the growth and development of your future. Your needs and goals determine where you should invest. We will make sure that you are investing in assets that are within your risk category and that they are well-diversified.  

Keep in mind that goals change along the course of life, and when that happens, we will be there to help re-balance your investments as necessary.

We want you to know that we are not a “cookie cutter, one size fits all” type of firm. We are not captive to any one company, and just like a tailor crafting a well-styled suit, we customize ideas, concepts and solutions for each client’s specific situation!

 

What type of account fits your needs?

 

Traditional IRA Account:

An individual retirement account (IRA) is a plan that allows individuals to direct pretax income, up to specific annual limits, toward investments that can grow tax-deferred (no capital gains or dividend income is taxed) until you begin to withdraw in retirement. Individual taxpayers are allowed to contribute 100% of compensation up to a specified maximum dollar amount. Contributions may be tax-deductible depending, on the taxpayer’s income, tax-filing status, and other factors.

Roth IRA Account:

An individual retirement account (IRA) is a plan that allows individuals to direct after-tax income, up to specific annual limits, toward investments that can grow tax-free, with tax-free withdraws in retirement, provided that certain conditions are met. Individual taxpayers are allowed to contribute 100% of compensation up to a specified maximum dollar amount.

Brokerage/Taxable Account:

This is your standard investment account. There are no contribution limits or requirements, but capital gains and dividend income are taxed in the year they are received. This investment account can be used for anything (paying for college, braces, new car, even retirement) as there are no withdrawal rules.

 

The act of saving and investing money regularly will significantly change the way you live your life in the future.

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1. A distribution from a Roth IRA is tax-free and penalty-free provided that the five-year aging requirement has been satisfied and one of the following conditions is met: age 591/2, death, disability, qualified first home purchase.

Are you ready to retire?  What will your retirement look like?

 

 Let’s Talk … 

 

Whether you have a question about long range planning or you are interested in learning more about how our approach could be tailored to your situation, we would be happy to hear from you.

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