Newsletter: September 2021
Every month, the Cordasco Financial Network Newsletter will bring you up-to-date on the latest Podcasts, Insights, and new ways that we are working to improve the professional experience of those we help. As always, if you think this would be helpful information for someone you know, please share their contact information here.
Seeking Clarity on Tax Reform: The Wait Continues
The Biden administration’s proposed $1.8 trillion American Families Plan, would expand access to education, affordable childcare and various tax credits. The plan would largely be funded by additional taxes on higher earners. While negotiations are still ongoing, we summarize recent political developments and the outlook for upcoming tax legislation. Click here to read.
Don’t Be A Burden To Those You’ll Leave Behind
Steve Cordasco shares information the importance of planning for the inevitable. During this must-listen case study, Steve outlines the potential pitfalls of not having your financial house in order when you die and details several organizational and planning areas that need your attention…before it’s too late. Click here to listen.
Tax Implications of a Roth Conversion
A Roth IRA conversion offers certain tax advantages if you expect your future tax rate to be higher at the time you plan to withdraw money from your retirement accounts. CFN’s John Walker and Tim Joseph, CPA, discuss the ins and outs of Roth conversions and help you determine if you’re a good candidate for this retirement planning strategy. Click here to listen.
Retirement Planning From the Investment Committee’s Perspective
The work of an Investment Committee is an integral part of the retirement planning process. The committee’s efforts are a key component of portfolio construction. CFN Investment Committee members Dennis Jablonoski and Larry Shaw join host Ryan Flurer for a peek behind the scenes in creating a well-diversified portfolio. Click here to listen.