Archive - September 27, 2016

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Fall is a Great Time for Financial Planning
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Roth IRAs Make Great Estate Planning Tools
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Want to Make More Money Investing? Try Maximizing Your After-Tax Return

Fall is a Great Time for Financial Planning

Sep 27 2016
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Claire Emory, MBA, CFA, CFP® All posts from Claire Emory, MBA, CFA, CFP®
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Fall is a great time to take a pause, examine your finances and do some financial planning. For a variety of reasons, once the winter holidays come or the weather changes, some of us change too. We may become focused on the winter holidays. We may feel the emotional pull of obligations to family and friends. We may feel tired and ready for the New Year. Whatever the case, it makes sense to look ahead during the fall rather than wait right until the year ends to consider how we are doing financially.

Plan donations. There is nothing wrong …

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Roth IRAs Make Great Estate Planning Tools

Sep 27 2016
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David John Marotta, CFP®, AIF®

David John Marotta, CFP®, AIF®, is President of Marotta Wealth Management, Inc. of Charlottesville providing fee-only financial planning and wealth management at www.emarotta.com and blogging at www.marottaonmoney.com.

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A Roth IRA will protect your investments from its worst enemies: taxes and required distributions. Unlike their traditional counterparts, Roths don’t require you to begin withdrawals from the account once you reach the age of 70 1/2. With time on your side and your investments sheltered from taxes, your Roth will begin to experience what Einstein called the “greatest discovery of all time” – compounding interest.

If the tax-free growth of a Roth IRA isn’t enough to whet your appetite, the estate planning benefits it offers should seal the deal. Bequeathing a Roth is much the same as setting up …

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Want to Make More Money Investing? Try Maximizing Your After-Tax Return

Sep 27 2016
Browse archives for September 27, 2016
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Michael Helveston, CFP®, CRPC®

Mike Helveston, CFP®, CRPC® is Director of Adviser Services at Rodgers & Associates. He manages the team of advisers and is responsible for maintaining the firm’s financial planning process. In addition, he provides comprehensive tax, estate and investment planning advice to guide our high-net-worth clients toward their financial goals. Mike joined Rodgers & Associates in 2007 after starting in the profession over 15 years ago with Vanguard.

Mike is a contributor to Forbes, has been quoted in the Wall Street Journal and has also appeared on television and radio discussing various financial planning issues.

Mike has served the community as a volunteer mortgage counselor with Tabor Community Services, a student financial literacy volunteer for Junior Achievement and as a mentor through Bridge of Hope. His hobbies include running, golfing with friends, listening to music and watching professional sports. He resides in Downingtown, PA with his wife and three children.

All posts from Michael Helveston, CFP®, CRPC®
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Saving money on taxes has the effect of compounding, giving you more to invest.
Benjamin Franklin famously said, “A Penny Saved is a Penny Earned” and we couldn’t agree more. Investors are always looking for ways to grow their account balances. Reducing their tax bill might be the simplest way.
Here are a few ways to get more out of your investments by paying less in taxes:

  1. Long-Term Capital Gains – Hold investments a year or longer and gains are given favorable tax treatment over short-term gains (less than 1 year) which are taxed as ordinary income.
  2. Qualified Dividends –
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