View our updated cyber security checklist below or by clicking this link. Mitigate your risk and protect yourself online by revising this checklist annually.
Who This Applies To: Traditional IRA owners who are at least 70 1/2 Benefits to you: Making your charitable gifts directly from your IRA can result in three possible benefits Reduction in taxable income A decrease in the taxable portion... Read More →
Who this applies to: Those individuals that make supplemental contributions to 403(b) and 457 retirement plans Benefits to you: Designating contributions as Roth can potentially lower taxes in three ways Paying taxes now at a lower rate than might be... Read More →
An increasing number of cyber-attacks are designed to take advantage of human behavior rather than flaws in hardware or software. Email security remains the primary weak link for most individuals as attackers target our natural curiosity, our desire to be... Read More →
In this white paper, we discuss water-related crises, opportunities for solutions, and reasons for adding water investments to your retirement portfolio. Read Clear Waters here, and email us at firstname.lastname@example.org for a free consultation.
Diving deeper explores the advantages and flexibility offered by Roth supplemental retirement plans. Here we dive deeper into Roth supplemental accounts, detailing some notable differences between those and Roth IRAs. We also provide specific examples of how Roth assets may... Read More →
Charting new waters focuses on our firm’s all-encompassing approach to portfolio management. In this paper, we delve further into portfolio management techniques by addressing potential tax savings of Roth supplemental accounts. We also explore the flexibility provided by brokerage trading... Read More →
As a university professional, your retirement portfolio requires special consideration due to the nature and number of accounts involved. Effective management of a retirement portfolio requires an ongoing, focused effort. Read Navigating your path to retirement here, and email us at... Read More →
When you invest, you take risks. For most people, risk is managed by building a diversified portfolio that holds different types of investments whose performance is loosely correlated. When changes are made, they should be done with an eye to... Read More →
From the advisors at Collegiate Capital Management, Inc. The UNC System and the state of North Carolina have embraced recent Roth-related changes to the IRS code. UNC System employees can now designate contributions to three supplemental retirement accounts (SRAs) as... Read More →