Vincent J. Lloyd CPA PFS CRTP EA

03/23/2022

01/28/2022

https://www.marketwatch.com/story/i-know-there-are-going-to-be-headaches-tax-preparers-brace-for-another-stressful-tax-season-as-some-report-difficulty-hiring-staff-11643335124?mod=personal-finance

'I’m not looking forward to it at all,' said David Tolleth, president of the National Association of Enrolled Agents.

06/24/2020

To Roth or not to Roth? Use this chart to decide which is the best IRA for you.

06/24/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks in the June Market & Economy Update.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

05/08/2020

Ready to move on? Maybe your investments should move with you. Walk through your options before deciding what to do with your employee retirement plan.

05/08/2020

Riding out the market’s ups and downs can be stressful. What is the answer to confident investing? It is diversification. Diversification can help you smooth out the market’s ups and downs over time. To create a well-diversified portfolio read more here.

05/08/2020

Worried about taxes when converting to a Roth IRA? These three strategies can help limit your tax liability during conversion and retirement.

05/08/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in April 2020.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

03/02/2020

Martin Landry, Director of the Portfolio Management Group at Avantax, offers insights and several things investors should think about before acting during this time of market turmoil.

03/02/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top e.vents that have affected the market and economy in the last several weeks

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

03/02/2020

Considering converting your retirement account to a Roth? Schedule an appointment with me today to discuss the potential effect this could have on your unique financial situation and goals.

There are good reasons to convert and not to convert to a Roth. Don't just do what sounds good or blindly follow what other people are doing.

01/12/2020

You now have more time before you need to take required minimum distributions. But is that in your best interest? Schedule an appointment with me today to see how this new law may impact your unique financial situation.

It doesn't always make financial sense to defer withdrawals from retirement accounts as long as possible, especially now that the required minimum distributions age increased to 72.