Roth IRA Contribution Loophole

Posted on August 18th, 2014 · Posted in orange county financial planner, Uncategorized

Roth IRA Contribution Loophole: Often our high income clients express the great frustration of the lack of retirement options for high income earners. It’s true Congress & the IRS have disallowed deductions for contributions to most plans for high income earners. What is often more frustrating is what Congress &..
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What is a Fee-Only Financial Planner

There are financial advisors and then there are fee-only financial planners. It pays to know the difference when investing your hard earned money. Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their client’s best interest. This is a big deal: “Fiduciary Responsibility” is a..
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The Right Angle to Take When Buying Into Vanguard’s Classic Dividend Strategy

It’s not just an investment for safety; invest in this ETF because it’s value and quality strategies work. A version of this article was published in the November 2013 issue of Morningstar ETFInvestor. While high-yield assets are generally expensive, Vanguard High Dividend Yield Index is a fine holding that avoids gorging on..
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