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What is a backdoor Roth IRA?

Brad Lyons, CFP® explains how to use a backdoor Roth IRA strategy to fund a Roth IRA even though your income may exceed the IRS limits for making direct contributions.

Brad Lyons, CFP®

Investment Manager

Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist gives an update on the 2022 Tax Proposal. Could these changes affect you?

https://conta.cc/3G9QbIj #taxproposal #buildbackbetter #tax #taxes

We are thrilled to announce that we have been voted Best of Georgia 2021 for the Financial Advisor category! Thank you to everyone who took the time to vote.

#bestofgeorgia #marietta #mariettaga #mariettasquare #financialplanner #financialadvisor #financialplanning #georgia

Tax loss harvesting can be done throughout the year, and the process provides value by selling a security or a fund, at a loss and “harvesting” it to offset potential gains. Read today's full blog to learn more.

https://conta.cc/3dhEjaR #taxlossharvesting #taxstrategy #tax

On today's new podcast episode, they go over how tax loss harvesting works. Listen wherever you get your podcasts!

https://conta.cc/3pcVP5w #tax #taxes #taxstrategy #taxlossharvesting

Robert Swarthout joins Casey on today's new episode to discuss cryptocurrency, digital assets, and block chain. Listen wherever you get your podcasts!

https://conta.cc/3p5dcW0 #bitcoin #crypto #cryptocurrency #digitalassets

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Carmichael Building, Suite 220
Marietta, Georgia 30060

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