What is a Roth? A Roth account is an extremely powerful tax tool, which could substantially reduce your lifetime tax burden. Your typical qualified retirement plans are pre-tax, such as when you contribute to your employer’s...
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Wednesday, February 26, 2020
The SECURE Act and use of Conduit Trusts in Estate Planning One of the biggest changes for 2020 is the SECURE Act. While not as big as the Tax Cuts and Jobs Act (TCJA), there are a number of changes that affect retirement and estate...
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Monday, January 27, 2020
#1 – Introducing the Bestgate Wealth Blog Welcome to the Bestgate Advisors blog! Our first post will address the Who, the Why, and the How of Bestgate. WHO WE ARE Bestgate Wealth Advisors is a fee-only fiduciary wealth management...
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