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Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

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      • Sue McGrath
      • Marina Johnson, CFA
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Mar 26 2023

Back-Door Roth vs. Roth Conversion

First available in 1998, Roth retirement accounts have quickly become a popular way to save for retirement by allowing participants’ after-tax contributions to grow tax-free and, unlike traditional IRA accounts, not be subject to taxes upon withdrawal. As their popularity increased, employer-sponsored 401(k) plans with a Roth option quickly followed, becoming available for employers to offer to their employees in 2006. According to CNBC, the number of employers offering a 401(k) with a Roth option has nearly doubled to 88% in the past decade.

Roth IRA

[Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING, RETIREMENT PLANNING · Tagged: ROTH IRA

Feb 22 2023

Understanding the Differences Between Long-Term Care Options

Though it’s not pleasant to contemplate, according to the US Department of Health and Human Services, an individual who is 65 years of age today has a nearly 70% chance of needing some type of long-term care in their older years. Long-term care is a blanket term that incorporates care over an extended period of time, both in your home or in a facility and it can range from general assistance with daily tasks to more comprehensive medical care. AARP reports that the national average for a private room in a nursing home is $108,405 per year and $61,776 for a home health aide.

Long-term care

[Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING, HEALTH INSURANCE, MEDICARE · Tagged: LONG-TERM CARE INSURANCE

Feb 03 2023

Trusts and Estate Planning

What is a trust?

A trust is a legal arrangement that allows a third-party (known as a trustee) to manage assets on behalf of a beneficiary or beneficiaries. A trust is set-up by a person known as the grantor, sometimes also referred to as a trustor, who determines what assets are to be added to the trust and names the trustee and beneficiaries. Property put in trust is legally owned by the trust and can be any type of asset, including cash, securities, life insurance policies, or a home or other real estate.

Trusts and Estate Planning
[Read more…]

Written by Maria Malloy · Categorized: ESTATE PLANNING · Tagged: TRUSTS

Dec 30 2022

Understanding the Secure Act 2.0

Secure Act 2.0

In 2023, the SECURE Act 2.0 for retirement savings becomes federal law, reshaping tax incentives for years to come by making numerous changes to existing retirement account rules and related tax breaks. Though there are many changes, below are some of the ones that will impact high wage earners, those still working, and those who have or are about to retire.

[Read more…]

Written by Maria Malloy · Categorized: 401K, 529 PLAN, FINANCIAL PLANNING, RETIREMENT PLANNING · Tagged: FINANCIAL PLANNING, IRA, RETIREMENT PLANNING

Nov 28 2022

The Consumer and Producer Price Index

One word defines this year: “inflation.” Reaching levels not seen in 40 years, inflation in the US has been tenacious, peaking at 9.1% in June and budging only slightly in the face of government policies aiming to reduce it further. Its impact has been inescapable. As we wrap up 2022, there is widespread concern about what the inflation levels of this year mean for the next. But what is inflation exactly, and what does it tell us? The Consumer and the Producer Price Index [Read more…]

Written by Maddie Steinbrenner · Categorized: ECONOMY · Tagged: INFLATION, PRODUCER PRICE INDEX

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More Posts

The Importance of End-of-Life Planning

Common Internet Scams in 2022

Medicare Changes in 2022

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