Pinegrovefg_minnetonka

Pinegrovefg_minnetonka Modern approach to financial planning by helping you focus on what really matters.

Tis the season! 🎄
12/06/2022

Tis the season! 🎄

The third of our buckets in our asset location series is the tax-exempt bucket. This bucket is extremely useful and is m...
08/31/2022

The third of our buckets in our asset location series is the tax-exempt bucket. This bucket is extremely useful and is made up of Roth accounts, whether IRA or 401(k) or 403(b). Money goes into this bucket after tax, but the magic happens when it grows and then you can take out both the investment and the growth in retirement with no additional taxation.

08/30/2022
Yesterday we talked about tax-deferred accounts. The second of our three buckets is the taxable bucket. This is your ban...
08/30/2022

Yesterday we talked about tax-deferred accounts. The second of our three buckets is the taxable bucket. This is your bank or brokerage account, where gains from sales of stocks, bonds, funds and interest are taxed in the year they are realized. After-tax money goes in this bucket and is allowed to grow. When you take money out, only the realized growth is taxed to you.

Asset LOCATION is as important as asset allocation. Think of your retirement portfolio as three buckets of money. Today,...
08/29/2022

Asset LOCATION is as important as asset allocation. Think of your retirement portfolio as three buckets of money. Today, we are featuring the tax-deferred bucket. This money goes into your bucket before taxes, allowed to grow, then it is all taxed on the way out. Most traditional retirement plans go right into your tax-deferred bucket. There are a number of tax-deferred account types.

What are your "can't-miss" state fair things?
08/25/2022

What are your "can't-miss" state fair things?

Donor advised funds, qualified charitable contributions, stock gifts and more - there are many effective, tax-efficient ...
08/20/2022

Donor advised funds, qualified charitable contributions, stock gifts and more - there are many effective, tax-efficient ways for you to give to your favorite charities.

Ever feel like you have a few too many numbers and accounts to keep track of? Let us know; we may be able to help you st...
08/19/2022

Ever feel like you have a few too many numbers and accounts to keep track of? Let us know; we may be able to help you streamline and consolidate so you can spend your time doing whatever it is you love!

Address

13100 Wayzata Boulevard Suite 300
Minnetonka, MN
55305

Alerts

Be the first to know and let us send you an email when Pinegrovefg_minnetonka posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share