Do you have the enviable problem of NOT being able to contribute to a tax free Roth IRA every year because you make too much money? Click to watch the video below from our Wealth Advisor, Matt Regan, to learn how you can go through the back door and still fund a *tax-free* Roth every year!
Monthly Archives: February 2021
Is There a Vax to Protect Your Portfolio From Tax?
A 2016 survey of 1,000 taxpayers, conducted by WalletHub, found that, if told they never had to pay income taxes again, 27% of respondents would brand themselves with a tattoo that says “IRS” and 11% would gladly drive to Chipotle every single day for three years to clean its toilets. You can’t make this stuff up! And while there …
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Five Things I Wish Someone Told Me Before I Became A Founder 02.12.2021
Our President, Joseph F. Eschleman, CIMA®, was interviewed by Candice Georgiadis, a contributing writer to Authority Magazine, as part of her series about leadership lessons of accomplished business leaders. Joseph’s story and message does an excellent job of summarizing not only how passionate and driven he is as President and founder of Towerpoint Wealth, but …
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Cryptocurrency – Wait, I Have to Pay Taxes??!!
Do you own/trade cryptocurrency? Interested in investing in Bitcoin, Ethereum, or any of the other 4,000 cryptocurrencies currently available to own and trade? If so, it is important you understand the income tax consequences of owning crypto. If you are thinking about buying, selling, or trading cryptocurrencies, watch this quick video from our Wealth Advisor, Matt Regan, to learn the tax consequences …
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Suitability vs. Fiduciary
When hiring a financial advisor, you expect him or her to always act in your best interests, 100% of the time, right? Unfortunately, this is not always the case. Click below and watch a quick video from Matt Regan, and learn about the important difference between the fiduciary standard and the suitability standard, how they can impact your financial and wealth …
Rich vs Wealthy
Would you rather be rich or wealthy? Do you know the difference? The small financial decisions we make today will have a huge impact on our future. Click below and take 60 seconds to watch Matt Regan’s video message!