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Cathy Pareto and Associates
13 followers -
A More Personal Approach to Financial Planning and Investing
A More Personal Approach to Financial Planning and Investing

13 followers
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On Veterans Day, we celebrate the over 20 million men and women who have bravely served our country. Thank you and know how appreciated you are.
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The long-running debate on whether a backdoor Roth is legal is over. While the Backdoor Roth IRA strategy has been employed by high-income individuals since 2010, its legality was questioned by some because of the IRS step doctrine. With the 2017 Tax Cuts and Jobs Act, however, the backdoor Roth IRA is now considered legal by Congress. Further, the IRS has now officially stated that they are “ok” with the back-door Roth strategy.
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Tax Reform 2.0 legislation will let 529 plans repay student loans. Now that would be cool! http://ow.ly/UO2W30lT1Ty
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Aretha Franklin died without a Will or Trust. Her estimated $80 million estate could be in jeopardy. How in the world does this continue to happen to wealthy celebrities?! Perhaps they need better advisors. Sheesh! http://ow.ly/y07A30lw1iw
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Sharing are latest video.

http://ow.ly/aZoa30jXllC
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Join Cathy Pareto and other esteemed panelists in a lively discussion on "Navigating the Shifting Real Estate Market" at the EXPOsure luncheon

Date: March 21, 2018

Time: 11:00 AM - 2:00 PM EDT

https://www.gaybizmiami.com/events/details/navigating-the-shifting-real-estate-market-exposure-luncheon-13520
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Bitcoin and Cryptocurrencies: Hype or Opportunity?
http://ow.ly/N6ML30ib3zH
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Trump vs. Obama: Who had best 1st-year stock market gains?
(Hint: not Trump). http://ow.ly/lS4p30hVWNx
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Getting lots of questions from folks about cryptocurrency. Not sold on this idea, screams of speculation and Jack Bogle feels even stronger about it.

http://ow.ly/7lH930gVOvF
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