- Tax Services
- Roth IRAIRA Distribution (Penalty-Free). You may take early distributions from you IRA to help pay qualified educational expenses for yourself, your wife, child, or grandchild. While you will need to pay tax on the income (not if from a qualified Roth IRA), you will not be subject to the 10% early withdrawal penalty.
- Investment ManagementInvestment Planning is the process of identifying and implementing effective investment strategies to create and accumulate the financial resources for achieving financial planning goals. Our investment advisory and planning services include...
- Bonds
- Accounting Services
- Financial PlanningInvestment planning is an integral part of virtually all personal financial planning strategies. The ability to create the financial resources that are necessary to meet financial goals requires the accumulation of assets. For example, investment planning is necessary to...
- Retirement Planning
- Asset Management
- College FundingOpen a College Savings Plan. These tax-favored plans referred to as Qualified Tuition Programs (QTPs) and Prepaid Tuition Plans offer a tax benefit on earnings put aside for college. With these plans you put after-tax money away to fund someone’s education. As long as the funds are used to pay for qualified education expenses any earnings on the funds are tax-free. But be careful, as money used for ineligible expenses are subject to federal taxes plus a 10% penalty. The strength of these programs is that anyone can contribute to the plan and the annual contribution limits are set at the annual gift limit (currently $12,000 per year).