Investment Strategies for Investors Subject to the 3.8% Net Investment Income Tax Issue 5, by Milan Madhani, CPA & Vimal Madhani, MST, EA January 6th, 2016 Investment Strategies for Investors Subject to the 3.8% Net Investment Income Tax With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and…
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Issue 4, Advanced Roth IRA Conversion Strategies — December 6th, 2015
Advanced Roth IRA Conversion Strategies Issue 4, by Milan Madhani, CPA & Vimal Madhani, MST, EA December 6th, 2015 Taxes & Investments With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the…
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Issue 3, Protect Your Nest Egg, November 6th, 2015
PROTECT YOUR NEST EGG MAXIMIZE SAVINGS & MINIMIZE TAXES WITH AN IRA Issue 3, by Milan Madhani, CPA & Vimal Madhani, MST, EA November 6th, 2015 A Solid Retirement Savings Option Whatever your time horizon for retirement, the time to start saving is now. With life expectancies and inflation rising, and the liklihood…
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Life Insurance Basics
Life Insurance Basics Life insurance is one of the most important financial purchases an individual can make. In the event of a tragedy, life insurance proceeds can help pay bills, continue a family business, finance a child's education, protect a spouse's retirement plans, and much more. If a wage earner passes away, a family could…
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The Case for Whole Life Insurance
The Case for Whole Life Insurance Important Information Distributions under a life insurance policy (including cash dividends and partial/full surrenders) are not subject to taxation up to the amount paid into the policy (cost basis). If the policy is a Modified Endowment Contract, policy loans and/or distributions are taxable to the extent of gain and…
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Aim With Precision Managing Risk and Return
AIM WITH PRECISION Managing Risk and Return Breaking Down Complexity How do you take a complex idea and create a plan that makes sense to you? Your HD Vest Advisor can work with you to alleviate some of the mystery and help you develop an understanding of some of the core principles of investing. Following…
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Traditional or Roth. Which is right for me?
Traditional or Roth…Which is right for me? With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That's why HD Vest Financial Services® is constantly…
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Fixed Income Investing in a Rising Rate Environment
Fixed Income Investing in a Rising Rate Environment With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly…
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The Power of Dollar-Cost Averaging
The Power of Dollar-Cost Averaging With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways to…
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Irrevocable Life Insurance Trust
Irrevocable Life Insurance Trust With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD Vest Financial Services® is constantly seeking ways to…
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