Learn More About Retirement Issues and Solutions

Insights

This is where you’ll find WealthBridge Capital Management’s observations, ideas, and expert opinions. Engage with us and let us know what you find most interesting and useful.

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What Are The Differences Between A 403(b) Plan And A 457(b) Plan?

July 27, 2020

By Nick Fisher, CFP® In 1875, The American Express Company established the first corporate pension in the United States. At the time, the plan applied for workers age 60 who had put in 20 years for the company. Workers were eligible to receive half of their annual salary in retirement, up to a maximum of … Continued

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Financial Opportunities of Today’s Market

March 26, 2020

You don’t need us to tell you that the markets are crazy right now. Between the coronavirus and the oil price war, there are a lot of factors influencing market activity in a very big way. While volatility goes hand in hand with investing, stomaching it can feel tough in times like these.

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3 Ways the SECURE Act Could Affect Your Retirement

January 27, 2020

If you’re nearing retirement or already retired, you may have heard rumblings about something called the SECURE Act and wondered if its provisions could impact the savings, withdrawal and legacy strategies you currently have in place.

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Preserve Your Charitable Deduction with Donor-Advised Funds

December 11, 2019

Before the passage of the Tax Cuts and Jobs Act of 2017 (TCJA), philanthropic taxpayers who donated to their favorite charities were generally able to write off their contributions. But with the TCJA’s doubled standard deduction, most taxpayers are no longer itemizing and as a result, they are unable to claim their charitable donations.

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How to Contribute an Extra $37,000 to Your Roth IRA

September 16, 2019

Roth IRAs have always been attractive, due to their capacity to generate tax-free income in retirement. But today, they are even more desirable. The new lower income tax rates (courtesy of last year’s Tax Cuts and Jobs Act) make Roth IRAs more appealing to high-income earners, especially for those who have supplemental after-tax dollars to invest.
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