How To Strategically Fund Your Roth IRA

By emily | April 28, 2021 |

Think you don’t have enough funds to contribute to a Roth IRA? This week, Scott explores several options that might make it possible for you.  Funding a Roth IRA is a powerful tool that can have a cascading effect in lowering your taxable income, and that is always an advantage.  Strategy #1: Transfer funds directly…

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Bunching & Proper Withdrawal Planning

By emily | April 8, 2021 |

This week, we dive into two strategies to potentially lower your tax bill: Bunching and Proper Withdrawal Planning. Save Thousands with Bunching  Bunching your annual deductions could save you thousands, especially if your itemized deductions are close to that standard deduction but fall just short.  Let’s look at one example of how this could work…

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March 2021 Recap

By emily | April 1, 2021 |

Written By: Dan Moylan, Chief Investment Officer Well, the first quarter of 2021 has ended, I hope everyone had the opportunity to enjoy some nice Spring weather and get outdoors some in March.   A quick recap of last month and some insight moving ahead to Q2.  We have some good success stories in the stock…

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