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Can Realizing Capital Gains Push You Into A Higher Tax Bracket?

Can realizing capital gains push you into a higher tax bracket? Let's dive a bit deeper into this topic to determine how capital gains may affect your tax situation. [...]
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3 Clever Ways High-Earners Can Invest in Roth Accounts

Many doctors quickly reach income thresholds that prohibit direct Roth IRA contributions. Here are some ideas for doctors to access Roth accounts. [...]
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4 Simple College Planning Tips for Doctors With Kids

College planning is challenging, and it’s no secret that it can be pricey. It may seem overwhelming, but by developing a strategy early, you’ll be ready to send your kids [...]
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Certifications and Associations

Accredited Asset Management Specialist℠ (AAMS®)

Certified Divorce Financial Analyst (CDFA®)

Certified Financial Planner (CFP®)

Chartered Financial Consultant℠ (ChFC®)

Certified Private Wealth Advisor (CPWA®)

Financial Paraplanner Qualified Profession℠ (FPQP®)

Check out the background of this firm on FINRA’s BrokerCheck

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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