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Why Tax Planning is Important

As wealth managers, we talk a lot about proactive tax planning and the importance of taking the time to create more favorable tax outcomes. With that said, why aren’t more individuals getting involved in the process? The primary reason for the lack of tax planning can be attributed to the constant change in tax laws...
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Roth Conversion

What is a ROTH Conversion and is it for ME?

Simply put, a ROTH Conversion is a transfer of all or part of the balance of an existing Traditional IRA to a ROTH IRA. First, most investors know the difference between a ROTH IRA and a Traditional IRA, but let us provide a quick overview for those who may not be well versed on these...
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What You Need to Know about College Savings – 529 Plan Versus UTMA

By Cindy Alvarez, Senior Wealth Management Advisor Helping families design their financial roadmap often involves a discussion on some of the best practices for setting money aside for children’s education. The tough part for parents is first trying to determine if their child is going to be college bound, community college bound, trade school bound,...
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9 Most Asked Questions Regarding Financial Advisors in 2020

According to the Financial Industry Regulatory Authority (FINRA), there are 19,884 registered financial advisors located in Colorado as of October 2020; this number is six times greater than that of Nevada with only 3,301 advisors.   It comes as no surprise to see this elevated number of advisors residing in Colorado since Colorado is ranked #13...
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Presidential Elections and the Stock Market

By Cindy Alvarez, Senior Wealth Management Advisor   It is a common myth to believe that any sitting President’s fiscal policies can or will manipulate the barometer of the U.S. stock market, while the truth is, over the past 120 years – the long-term performance of the market has shown almost no correlation with government...
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ePocket Tax Tables

Quick Links:   2019 Income and Payroll Tax Rates  2020 Income and Payroll Tax Rates  Corporate Tax Rate  Alternative Minimum Tax  Kiddie Tax on Unearned Income  Income Taxation of Social Security Benefits  Standard Deduction  Itemized Deductions  Deduction for Qualified Business Income  Capital Gains and Dividends  Deductions for Contributions to Public Charities  Individual Retirement Accounts  Dollar Limits for Qualified Retirement Plans  Required Minimum Distributions  Estate and Gift Taxes  2019 INCOME AND PAYROLL TAX RATES...
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Executive Compensation eGuide

Your Competitive Edge Build your business by attracting—and keeping—the best employees In this Guide Introduction  Why Attract, Retain, and Reward Your Top Performers?  Executive Compensation Strategies: Compare your Options  Control and Flexibility: Nonqualified Deferred Compensation (NQDC) Plans  Simplicity and Deductibility: Executive Bonus Arrangements  Affordability: Split-Dollar Arrangements  Conclusion 1. Introduction Your employees are a huge part of what makes your business successful. However, in today’s fluid employment environment, your competitors are also looking for top talent. Executive(1) compensation strategies that use life insurance allow you to put the proper arrangements in place that can help ensure that key players stay where they belong: with you.  1 “Executive” is defined as a 5% or more...
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HSAs: Bridging the Retirement Savings Gap

The rising cost of healthcare has led to an increased focus on the need for both short- and long-term savings to fund these expenses. Employers, benefit consultants, and financial advisors are seeking additional tools to help employees plan for the healthcare costs they will face throughout their lifetime, particularly during retirement years, when healthcare costs...
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White Paper – Women Investing

TAKING CONTROL OF YOUR FINANCIAL FUTURE THROUGH THE GENERATIONS Empowering Women: Taking Control of Your Financial Future Through the Generations INTRODUCTION The increase of women in the workplace and as heads of their households has created a paradigm shift from the days where men-controlled family financial affairs. Now more than ever, women are decision-makers in...
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The commentary on this website reflects the personal opinions, viewpoints and analyses of the Wambolt & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by Wambolt & Associates or performance returns of any Wambolt & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Wambolt & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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