Roth IRA The Roth IRA (“Roth”) is an excellent tool to help provide for retirement funding. Here are 3 Proven Reasons You Need a Roth IRA. The Roth is a younger investor’s best vehicle to use. Unlike the IRA,…
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The Difference Between a Roth IRA Contribution and a Roth Conversion
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Estate Planning Lessons Learned From My Mom’s Estate
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA My mother passed away this year at age 84. While her estate was fairly modest, here is some estate planning lessons we learned about…
“It’s Not About the Money”
Don’t you just love it when a Major League athlete signs a huge contract with a new team and says, “It’s not about the money.” Bull Just to be clear: It’s always about the money! Don’t get me wrong…
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3 Reasons Affluent Connecticut Residents Should Consider a Roth Conversion
Affluent folks in Connecticut should consider doing a Roth Conversion. What is a Roth Conversion? This is when a distribution is made from an IRA, taxed and then converted into a Roth IRA. Here are Five Reasons the Affluent…
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5 Reasons to Fund a 529 College Savings Plan
1) College is Expensive Financing a college education today can be a big challenge. Having written some checks for college I find it handy to have a cold six pack close by. According to the College Board, the average…
Tagged with: 529 College Savings Plan, 529 Plan, CHET, College Board, College Education, College Tuition, Connecticut Higher Education Trust, Connecticut Income Tax, Connecticut Residents, Estate Tax, Gift Tax Return, Inflation, Lamborghini, New England, Starbucks, Task Rabbit, Tax-Free, Uber, UGMA, UNH, Uniform Gifts to Minors Act, University of New Hampshire
