Taxes

  • Magic of Roth IRA

    The Magic of a Roth IRA

    A Roth IRA (Individual Retirement Account) offers a unique advantage for many investors; the magical ability to earn tax-free income. These tax-advantaged accounts allow you to indefinitely grow your investments without ever paying Federal income tax on interest, dividends, or capital gains. I say “indefinitely” because, as opposed to Traditional IRAs, there is no required minimum distribution (RMD) requirement after […]

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  • Photo of low income apartment building under construction

    Are Qualified Opportunity Funds A Good Investment?

    Do you hold highly appreciated stock that you want to sell, but don’t want to pay the subsequent capital gains tax? If so, there is a new investment option to consider. Investing in a Qualified Opportunity Fund (QOF) allows you to defer federal tax on your capital gains while freeing up the money you initially used to buy the stock […]

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Our Mission

Guide individuals and families on their journey to financial independence and help prepare investors to be savvy in the management of their personal wealth.

  • Fiduciary Financial Advice
  • Retirement planning
  • 401(k) plan options
  • Employee stock purchase plan
  • Restricted Stock
Guide to Successful Investing
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