Regatta Research

Description

Phase 1: Recognition We begin this phase during our initial meeting. We get to know you and your financial needs and goals and we tell you about Regatta and our practices. During this phase we focus on your specific needs and what you want your investments to do for you. Phase 2: Approach During this stage we develop an effective, long-term investment strategy that we build custom to fit your needs and goals. Once we have discussed the strategy, we develop a plan that is recommended for the specific client.

Private Wealth Management For Select Individuals Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Regatta Research & Money Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.

At Regatta Research & Money Management, our mission is to provide our client’s with profitable growth in their financial investments through superior customer service, quality, and commitment.

Roth 401(k) plans are subject to the same annual contribution limits as regular 401(k) plans—$17,500 for 2014, ($23,000 for those over age 50). These are cumulative limits that apply to all accounts with a single employer; an individual couldn’t save $17,500 in a traditional 401(k) and another $17,500 in a Roth 401(k). Another factor to consider is employer matches are made with pretax dollars, just as they are with a traditional 401(k) plans. In a Roth 401(k), however, these matching funds accumulate in a separate account that will be taxed as ordinary income at withdrawal.

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