Gifting a Roth IRA
Investment education, tax-free retirement funding, and estate planning probably won’t spring to mind when selecting the perfect gift. However, giving a Roth IRA to a loved
We believe that owning individual companies, rather than mutual funds or broad indices, provides greater control and efficiency in managing your portfolio. With individual stocks, we can better optimize tax strategies, such as managing the timing of gains and employing tax-loss harvesting when advantageous. It also allows us to invest based on business valuations, strategically investing when prices are most favorable. By emphasizing tax efficiency and buying when companies sell with a margin of safety, we aim to preserve a larger portion of your returns to support your wealth-building goals.
We carefully select from a pool of high-quality companies with strong balance sheets, robust free cash flow, and the potential to buy back stock and increase dividends year after year. Rising dividends reflect a company’s financial strength and commitment to rewarding shareholders, creating a potential compounding effect where both your capital and income grow over time. This strategy is designed to help protect your wealth and mitigate the impact of inflation while aiming to build a dependable income stream that supports your lifestyle.
With a focus on income growth, capital appreciation, tax efficiency, and valuation, we tailor strategies designed to promote financial stability, support growth of income, foster long-term growth, and enhance tax efficiency – aiming to give you the peace of mind to focus on what matters most.
Investment education, tax-free retirement funding, and estate planning probably won’t spring to mind when selecting the perfect gift. However, giving a Roth IRA to a loved
Among the most volatile quarters in recent history, the stock market proved resilient in the wake of President Trump’s seemingly haphazard tariff proclamation. Rebounding sharply from
Today marks National 529 Day – a timely reminder of the power of planning ahead for education. At Vantage Wealth, we believe that investing in
