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 Robert Katch | Sep 25, 2018 | Retirement, Tax Planning
Tax laws have been in the news a lot this year and they just seem to get more and more complicated. While not everyone needs to be a tax expert, we think it’s important to have a basic understanding of certain areas, especially those that can be such a great benefit...
by Laura Navarro | Jul 19, 2018 | Retirement, Tax Planning
The new tax law impacts several areas of your finances, however, one of the lesser discussed changes is how the new law impacts charitable giving. With the recent 2018 tax law changes, Qualified Charitable Distributions (QCDs) may make sense for those utilizing the...
by Robert Katch | Jul 17, 2018 | Community, Tax Planning
Manchester Financial was recently mentioned in the San Fernando Valley Business Journal. The article discusses the how the current market and financial technology are impacting money managers. Investors have experienced decent returns in the last year thanks to the...
by David Bryant | Jul 9, 2018 | Financial Planning, Tax Planning
The newly introduced tax reforms have far-reaching implications that depend on your unique situation, as well as several other factors. Many times, changes in the tax code are not implemented exactly how they are intended. The IRS may choose to interpret and enforce...
by Laura Navarro | Dec 27, 2016 | Financial Planning, Tax Planning
New Year’s resolutions typically include goals of career building, losing weight, or kicking a bad habit. Often, our financial goals are overlooked. However, the new year is an opportune time to visit our budget and spending goals. The following are a few items to...
