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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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Protecting Your Identity, Data, and Assets

May 20, 2019

We believe protecting confidential information and investor assets requires a partnership between Charles Schwab & Co., Inc., and WealthBridge Capital Management. Please view the presentation below for information on how we protect your data.

Research

2018 IRS Tax Reform

March 4, 2019