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FINANCIALLY FOCUSED

August 2024 Newsletter

Taxes May Soon Rise, Here’s What to Do 

The Tax Cuts and Jobs Act of 2017 lowered taxes for millions of Americans, but the legislation is due to expire at the end of 2025, which means that if Congress doesn’t act, taxes will rise for many Americans.

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Popsicles Were Invented by Accident

Eleven-year-old Frank Epperson inadvertently created the popsicle in 1905 by leaving his soda with a stirring stick outside on his porch overnight. The cold night air froze the soda, leaving the stick upright. The “Epsicle” was born! The name popsicle was created by Frank’s own kids who called his invention “Pop’s ‘sicle.” Frank liked the name so much, he patented it in 1923.1 

You Can Pay Less on Retirement Account Withdrawals

 

Reliable income is one of the most important parts of your retirement strategy and working hand-in-hand with that is a strategy for limiting your taxes on retirement withdrawals.

 

A U.S. News and World Report article, How to Pay Less Tax on Retirement Account Withdrawals, has some excellent insights.

 

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S'more Ice Cream Pie

 

We're turning s'mores into the perfect summer-inspired dessert. This pie will evoke all the fun and nostalgia of summer activities: building campfires, spending time outdoors, and enjoying the long, warm evenings. It has the classic three layers of the s'more: graham crackers, chocolate, and toasted marshmallows.

 

Dive In!

 

1 https://www.popsicle.com/us/en/our-story.html#:~:text=By%20accident!,Whoa 

 

The individual sending this communication offers securities and investment advisory services through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Tennyson Insurance Solutions. Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency. This Email is being sent by or on behalf of a dually Registered Representative and Investment Advisor Representative. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. The presence of this email shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Please be advised that you may conduct securities transactions only by speaking directly with your Registered Representative and/or Investment Advisor Representative. To help protect your privacy, we strongly recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.

Our Founder

Roger Tennyson

895 Dove St Suite 300
Newport Beach, CA 92660
Ph: (714) 397-2906
Ph: (843) 422-7532


Email:roger@twealthinv.com
Webwww.twealthinv.com

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