Insights
We will begin uploading all tax checklists to your eMoney vault today.
Client Services Update: Tax Prep Packets
Tax season is upon us! Please take a glance at our helpful updates below.
An Individual Retirement Account (IRA) is a tax-advantaged way to save for retirement. The two main types of IRA accounts for individual investors are Traditional IRAs and a Roth IRAs. While both account types offer extremely enticing tax treatments, the main difference between the two account types is the tax treatment of contributions compared to distributions. The key to choosing the account type that best fits your needs is to understand the tax treatment of the account types and if you qualify to make contributions or take deductions....
You may ask what is a Roth IRA and why is it something that might make sense for me?
Tax season is upon us! Please take a glance at our helpful tax tools and important dates listed below.....
Over there years, there have been a many of pieces/articles/calculators that will help you get to your “retirement number.” The calculation outlined by Jared Dillian is the first time I’ve seen one that is simple and makes sense: it’s all about the value of your house. The income you will need annually is 30% of your home value. The savings you will need is that projected annual income, divided by 0.04.
There are a number of things I disagree with in this article, but it is understandable as the author is CEO of a firm that is looking to be the all-in-one solution to the retirement problem.
AOG Wealth Management provides investment management services in a boutique setting and, unlike other firms, works with a team of professionals specializing in specific areas of wealth management. This allows us to incorporate more services and platforms, as well as provide our clients with unique financial plans based on said client’s financial goals and risk/reward …
What is Private Banking? Wealth management vs Private Banking are terms that overlap, but these two financial services differ slightly. Learn more today!
The registered investment management advisors at AOG Wealth Management provide financial services to help maintain and grow our clients' wealth. We actively monitor investments and customize client portfolios to match their risk/reward profile and to help them better meet their financial objectives. In today’s post, we discuss the key differences between saving and investing: