by Manchester Financial | Oct 2, 2018 | IRA, Tax Planning
What is a Roth IRA? “Life is not getting cheaper for millions of American families … it’s only fair to let them keep more of their hard-earned money,” said Senator William Roth, main voice behind the now famous Roth IRA. Most of us have run across the several...
by Seth Catanese | Aug 21, 2018 | Financial Planning, IRA
For Millennials, Retirement may seem like a long time away. However, the sooner you begin investing, the more you will see your retirement dollars grow. There are many different account types, but a Roth IRA is often the most effective vehicle to build a nest egg for...
by Manchester Financial | Aug 17, 2016 | IRA, Retirement
At first glance, the rules for IRA RMDs (Required Minimum Distributions) sound simple. However, they can quickly become complex. Running calculations for IRA annuities with additional benefits, such as death benefits and income protection guarantees, is not as...
by Manchester Financial | Dec 23, 2014 | IRA, Tax Planning
While almost everyone has an IRA, very few investors are aware of the complex and ever-changing rules which govern them. Every year, there are dozens of important court cases and IRS rule changes which add to IRA complexity. This year is no exception. Here are...
by Manchester Financial | Mar 4, 2010 | Community, IRA
Westlake Village, Calif. – Robert Katch, president of Manchester Financial – a wealth management firm specializing in private banking, investment counsel, and tax and insurance guidance – has just been named a Master Elite Advisor for the Ed Slott Elite IRA Advisor...
by Manchester Financial | Nov 23, 2009 | IRA, Tax Planning
The Beatles’ George Harrison wrote these famous lyrics in “The Taxman” when he realized his earnings were pushing him into the 95% tax bracket in England: Should 5% appear too small, be thankful I don’t take it all, ‘Cause I’m the taxman, yeah, I’m the taxman. It may...
