We often recommend and have clients doing a Backdoor Roth IRA contribution as part of their retirement planning. While our clients usually engage a CPA to prepare their taxes some prepare their own. If you are a turbo tax user this link may be helpful on how to handle the conversion for the federal return. https://thefinancebuff.com/how-to-report-backdoor-roth-in-turbotax.html Please note this does not constitute tax advice.
Yes. We will recommend the appropriate allocation within your work retirement plan given the investment options available to you. For clients who hire us to manage their portfolios, we can include work retirement plans in the overall portfolio management and in quarterly reporting, however we will contact the client to execute any changes based on our recommendations.
Mutual Funds
Wealth Management
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.
We can help you harmonize your finances with financial planning and investment strategies and solutions. You choose how you want to work with us – either on a comprehensive ongoing basis or for a one-time project.
Retirement Planning
Long Term Care
Asset Management
A written Investment Policy Statement will be prepared and signed, outlining the asset allocation, anticipated cash additions or withdrawals, and any specific portfolio constraints or requests.
College Funding
We have partnered with Strategies for College and the SAGE Tuition Rewards Program. The two related, but separate entities provide clients with the following...