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.
Research
March 4, 2019
Major tax reform that affects both individuals and businesses was enacted in December 2017. It’s commonly referred to as the Tax Cuts and Jobs Act, TCJA or tax reform.The IRS estimates that we will need to create or revise more than 400 taxpayer forms, instructions and publications for the filing season starting in 2019. It’s … Continued
Blog
February 12, 2019
Last year, our Market Outlook theme was “it’s getting late,” which accurately forecast what happened in 2018: an expansion of the late-stage business cycle and an increasingly bumpy ride for stock markets. We’ve already seen declining growth rates in 2018, and heading into 2019 there are signs that an economic peak and potential recession may … Continued
Blog
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.