IRA

3 Proven Reasons You Need a Roth IRA

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA To be eligible for a Roth IRA you need to have earned income from wages or from self-employment.  Additionally higher income earners are not eligible.  Married couples filing a joint return with a modified adjusted gross income of less than… Continue Reading: 3 Proven Reasons You Need a Roth IRA

The Difference Between a Roth IRA and an IRA

This article on savings during retirement is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA The Roth IRA and an IRA both offer different tax advantaged ways to save for retirement. If you are serious about your retirement plan take these 5 Easy Steps to Retirement. Roth IRA In 2021, investors… Continue Reading: The Difference Between a Roth IRA and an IRA

The Roaring Twenties 2.0 – Revisited!

This article is original content, last update in December 2023, written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA. The Pandemic No question.  It would be easier to describe what the Pandemic has not changed rather than what it has changed.  The answer is…not much.  You name it, and the Pandemic has changed it.… Continue Reading: The Roaring Twenties 2.0 – Revisited!

3 Easy Things to Know to Get Tax Smart Investing

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA 1. Know Where to Start Most advice would suggest starting with knowing your goals. This is good advice with financial planning; it’s just not the first place to start. The first step is to have an adequate Cash Reserve.  Everyone… Continue Reading: 3 Easy Things to Know to Get Tax Smart Investing

How to Use the Tax Code to Retire in Style

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA How do you envision your retirement?  Spending long, lazy days at the beach? Spending more time with your grandchildren? Going golfing or fishing a lot more?  Everyone has their own ideal retirement plan.  Want more help getting to your retirement? … Continue Reading: How to Use the Tax Code to Retire in Style

The Difference Between Tax-Free and Taxable Investments

This article, last updated in December 2023, is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA. Investors need to know the difference between tax-free and taxable investments. Tax-Free Investments One way to have tax-free investments is to own state or municipal bonds. The interest paid on these bonds is not taxable… Continue Reading: The Difference Between Tax-Free and Taxable Investments

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