The Role of Financial Planning in Today’s Economy Economic headlines change quickly. Interest rates move, inflation trends shift, markets rotate, and global events can create uncertainty. In an environment like this, thoughtful financial planning plays an important role in helping individuals and families stay focused on...
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You can`t predict future tax rates.
But you can think about the choices you want to have in retirement. 💭
Traditional IRA/401(k)
➡️ Generally taxable when withdrawn
Roth IRA/401(k)
➡️ Qualified withdrawals may be tax-free
Taxable investments
➡️ Different tax treatment may apply
There isn`t necessarily one “best” bucket.
The bigger question may be:
Will you have choices about where your retirement income comes from?
Our newest blog explores retirement tax planning, Roth conversions, RMDs and more.
🔗 Read it at the link in our bio.
#RetirementTaxPlanning #RetirementPlanning #TaxPlanning #RothConversion #RMD #RetirementIncome #FinancialPlanning #NovaWealthManagement
Sep 8
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
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