While it may not be the most common strategy people implement, the Backdoor Roth IRA has gained popularity as a strategic approach for high-income individuals to benefit from tax-free growth.
Purchasing a vacation home or a second home is a significant financial decision. Are you ready to take on the added time commitment? Are you buying the property purely for recreation or will you rent it out as well? These and many other questions are important to consider to...
Arguably one of the least discussed, but critically important risks to long-term retirement success, Sequence of Returns Risk is an important consideration for many individuals and families as they approach and enter retirement. For those currently in or approaching retirement, it's a risk that's important to consider.
Very simply, estate planning is making sure you’re getting the right assets, to the right people, at the right time, in the right way.
At Oread Wealth Partners, we understand the unique challenges and opportunities that physicians face, and we can help our clients make informed decisions about their finances. Whether you're just starting out in your career or nearing retirement, we can help you create a plan that aligns your finances with...
Investors and depositors often hear about two forms of insurance that offer protection in case of a financial institution's failure: the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC). While both forms of protection aim to safeguard investors and depositors, there are some significant differences...
SUMMARY: "The child tax credit applies to those filing a federal tax return with dependents who are under the age of 17. The tax credit can give you up to $2,000 per dependent, with $1,500 of that being refundable. In order to qualify, your child or dependent must meet...
Discover the crucial role that money, time, health, and relationships play in measuring wealth.
Looking for a financial advisor that's going to have your best interests in mind? Here's our list of the Best Financial Advisors in Kansas City.
While the Section 179 deduction can be a powerful tax-saving tool for small business owners, it is most certainly not the tax loophole or “tax free SUV” it’s commonly made out to be.
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