Making (Financial) Sense Out of 2020

by Sanderson Wealth Management Jan 3, 2021 Financial Planning, Investment Consulting

When summarizing 2020, where do you even begin? There was a global pandemic, economic fallout, heroic efforts by healthcare and frontline workers, unprecedented government stimulus, social unrest, and, to top things off, a polarizing election.  

Despite the tumultuous headlines, we all had to keep moving forward—and it was no time to put wealth management strategies on pause. Through ongoing and socially distant conversations with our clients, we received an array of valid questions. However, several topics came to the forefront and remain relevant as we look ahead to 2021. Watch below as the Sanderson team answers the top client questions of the year.

1. Tax-Deferred Savings

Justin Sanderson discusses the implications of tax-deferred savings and why it's important to have more than one savings tool in your retirement toolbox.

Tax-deferred savings discussion with Justin Sanderson

 

2. 2021 Tax Rates

John Gullo and Tim Domino examine the 2021 tax rates and whether you should accelerate gifting with potential tax changes on the horizon.

Tax 2020 questions with Tim and John

 

3. Investing New Money 

Phil Frattali and Lauren Molenda chat about investing new money into the market and what you can feel good about investing in today.

Investing new money with Phil Frattali

 

 

Disclosure

© 2021 Sanderson Wealth Management LLC. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting, or tax advice from their own counsel. All information discussed herein is current as of the date appearing in this material and is subject to change at any time without notice. Opinions expressed are those of the author, do not necessarily reflect the opinions of Sanderson Wealth Management, and are subject to change without notice. The information has been obtained from sources believed to be reliable, but its accuracy and interpretation are not guaranteed.