Magellan Financial Inc.

Financial Planning Consultants, Financial Planners, Financial Services

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Today: 8:30 am - 4:30 pm

(610) 437-5650Call Visit WebsiteVisit Website Map & DirectionsDirections1605 N Cedar Crest BlvdAllentown, PA 18104 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

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General Info: A different approach to wealth management. At Magellan Financial we believe professional wealth management has only one definition of success: when our work allows investors to realize their lifestyle and financial goals. Our thorough, thoughtful, risk-based strategies are designed to support your greatest objectives, so you have the freedom to enjoy them. We are conveniently located in the Roma Building across the street from the Crest Plaza Shopping Plaza on Cedar Crest Blvd.
Email: Email Business
Extra Phones: Phone: (610) 437-5654
Services/Products: financial advisor, investment planning, financial planning.
Payment method: discover, master card, visa
Location: Cedar Pointe Corporate Ctr
Other Link: http://www.magellanlv.com
Categories: Financial Planning Consultants, Financial Planners, Financial Services, Financing Consultants, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (610) 437-5650

Address: 1605 N Cedar Crest Blvd, Allentown, PA 18104

Website: http://www.magellanlv.com

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Magellan Financial Inc.

Tax Planning
It is critical that clients understand everything involved with these strategies to help preserve and distribute their wealth, on their terms. Here at Magellan Financial, we are able to assist with all of the questions you may have regarding estate planning strategies, whether it be questions about an estate plan for your family business or questions about estate tax planning strategies.
Estate Taxes
Tax Services
Failure to consider tax management as a component of wealth planning can impact long-term results and limit your spending power in retirement. One way that we attempt to deliver better portfolio outcomes is by implementing appropriate tax management strategies for clients. We achieve this in four ways: tax transition techniques, capital gains management, striving for optimization of asset locations, and use of tax-loss harvesting.
Roth IRA
We are here to answer all of your questions, and help you reach your financial goals. We offer 401k services such as rollovers, and we can analyze which 401k plan options can be the best for helping to achieve your goal. Whether you are interested in IRAs, Roth IRAs, or converting your current portfolio into something different, we can help. Our knowledgeable team will look at your fiscal situation, determine how much you need to save, and estimate how long before you can feel confident in your decision to retire. We are dedicated to providing financial guidance to the residents of Allentown and surrounding cities.
Tax Deductions
Besides federal tax savings, over 30 states currently offer either tax deductions or credits for 529 plan contributions.(4) Since you can generally claim state tax benefits each year you contribute to a 529 plan, it usually makes sense to continue making 529 deposits until the last tuition bill is paid.
Income Tax
*Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.The availability of such tax or other benefits may be conditioned on meeting certain requirements. 529 Plans are subject to enrollment, maintenance, administrative and management fees and expenses. Non-qualified withdrawals are subject to federal and state income tax and a 10% penalty.
Capital Gains Taxes
Although contributions are not deductible, earnings in a 529 plan grow federal tax-free and will not be taxed when the money is taken out to pay for college. Other savings vehicles, such as mutual funds, will give up a portion of their earnings to annual income taxes and also get hit with a capital gains tax at withdrawal.

Investment Management
Investment strategies determine when and where we invest your assets, but investment planning determines how and why.
Mutual Funds
College Savings Plans work much like a retirement account by investing your after-tax contributions in mutual funds or similar investments.
Wealth Management
Contact us today for more information regarding our wealth management and financial services. A member of our team will be with you shortly. In the mean time, please read our blog that consists of several helpful articles.

Financial Planning
This former newsletter was launched in 1976 and has since transformed itself into one of the most respected websites in the personal finance arena. As its name implies, Bankrate supplies information about bank rates, mortgages, and credit cards. It is also a great source for personal finance advice in areas such as financial planning, retirement, and investments. Navigate to Bankrate.
Retirement Planning
For their 401k plans, Allentown, PA residents know they can trust the professionals at Magellan Financial, Inc. When you reach a certain age, retirement planning becomes a looming reality. Whether you are thinking about retiring in the near future, or want to look ahead into your options down the road, our team is here to help.
Long Term Care
Another key retirement health and financial concern is long-term care. While many think long-term care insurance is out of reach, there are strategies to make it more affordable. Bundling a permanent life insurance policy with long-term care insurance can prove a great option for many high asset individuals. Hybrid policies can be a good investment if you otherwise would have spent the money or kept it in a low-yield account and a policy with a limited number of payments might even guarantee the premiums will stay the same. A wealth advisor at Magellan can help you determine the right path for you.
Asset Management
Tactical asset allocation, in-house money management, and meetings to review portfolio performance and changes. Whether you have a startup or a well-established business, our team of professionals can help you build the right portfolio for your investment needs. We fit your wealth plan to the shape of your life and align it with your unique goals.
Living Trusts
Revocable living trusts are a flexible and practical estate planning tool. A revocable living trust can accomplish a variety of personal, family and tax planning goals. It typically lets you retain complete control of trust assets during your lifetime, but it also lets you appoint someone who will manage your assets for you, either during your lifetime or after your death. A revocable living trust can be very helpful for someone who becomes disabled, needs help in managing all the details of his or her financial affairs, or someone who wants to delegate those tasks to someone else as a matter of convenience.
Charitable Remainder Trusts
A charitable trust is an irrevocable trust where a charity is the income beneficiary for a fixed number of years and the remainder of that trust is passed to noncharitable beneficiaries. Assets can be passed to the noncharitable beneficiaries at a reduced gift- or estate-tax value. Charitable remainder trust is irrevocable trust that provides current income to the noncharitable beneficiary(ies).
College Funding
We understand how important protecting your financial future is. That’s why our compassionate team will work to provide you with the best options available when it comes to 401ks, IRAs, education planning, and more.* We can even help with estate planning strategies, personal trust services, insurance services, and so much more. When you are ready to start thinking about your 401k retirement plans, Allentown, PA residents are welcome to get started with Magellan Financial, Inc. Call today.
Asset Protection

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