Welcome to
WaterSeed
wealth management ltd.
It is our pleasure to serve you!
Thea E. Reynolds, AAMS
Accredited Asset Management Specialist
Welcome to
WaterSeed
wealth management ltd.
It is our pleasure to serve you!
Thea E. Reynolds, AAMS
Accredited Asset Management Specialist
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.