How Much Tax Will I Pay on a Roth Conversion? A Roth conversion can be a powerful retirement tax planning strategy—but one of the biggest questions people ask is: “How much tax will I actually owe?” The answer depends on several factors, including: The amount converted Your current...
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
Wishing you a Happy Labor Day!
As we recognize the contributions and hard work of people across our country, we hope you enjoy a safe and relaxing holiday weekend. ❤️🤍💙
A quick reminder: Nova Wealth Management offices and the U.S. stock markets will be closed Monday, September 7, in observance of Labor Day. 📈
We’ll be back and ready to assist you when we reopen on Tuesday, September 8.
Enjoy the long weekend! ☀️
#LaborDay #HappyLaborDay #LaborDayWeekend #StockMarketClosed #NovaWealthManagement #FinancialPlanning #WealthManagement #Investing #NaplesFL #BonitaSpringsFL
Sep 7
SAME RETURNS.
DIFFERENT ORDER.
DIFFERENT OUTCOME. 📊
Two hypothetical retirees.
Both start with $1 million.
Both withdraw $50,000 per year.
Both experience the same six investment returns.
But the retiree who experiences the market declines first ends our example with about $153,000 less.
That`s sequence of returns risk.
Once retirement withdrawals begin, when the bad market years happen can matter.
🔗 Learn more at the link in our bio.
#SequenceOfReturnsRisk #RetirementPlanning #RetirementIncome #Retirement #Investing #FinancialPlanning #WealthManagement #NovaWealthManagement
Sep 3
🚨 STOP BEFORE YOU SEND MONEY.
If an unexpected call, text, email or online relationship suddenly involves money:
🛑 STOP
📞 CALL someone you trust
🔍 VERIFY independently
🏦 CONTACT your financial institution if money moved
📋 DOCUMENT what happened
🔐 PROTECT your accounts
And if you`ve already been scammed?
⚠️ Watch for the second scam.
Someone promising to recover your stolen money for a fee may be trying to victimize you again.
Save this post. Share it with your parents. Share it with your kids.
This is a conversation every family should have.
🔗 More at the link in our bio.
#ScamAwareness #FinancialScams #FraudPrevention #OnlineScams #AIScams #RetirementPlanning #FinancialPlanning #NovaWealthManagement
Sep 2
Receive timely updates on investment strategies, tax planning tips, and retirement guidance from our team of wealth management professionals. Subscribe today to stay ahead.
