Amanda Villaneda- Ascent Financial Solutions

10/20/2026

🎉 Another retirement secured! 🎉

Today, I had the privilege of helping another client put a strategy in place to protect their retirement and give them something we all want more of, PEACE OF MIND❤️

Their strategy included a 25% bonus and guaranteed 10% annual growth, helping them feel more confident about their financial future.

Retirement should be about enjoying the years you worked so hard for, not worrying about whether your money will last.

Protection. Growth. Peace of mind.
That’s why I do what I do. 💰✨

If you’re approaching retirement and want to see what options may be available for you, let’s talk.

10/16/2026

Not All Assets Transfer To Heirs The Same Way At Death

Do you understand the full range of transfer mechanisms to ensure your legacy plan works as intended? Not all assets.....

10/15/2026

Do Your Assets Align With Your Designed Legacy Plan?

Money in a Roth IRA can be turned over to heirs tax-free, as long as you owned it for more.....

10/14/2026

Avoiding Income Taxes On Distributions In Retirement

There may come a time when you may want to roll funds from a pretax retirement account, like a traditional.....

10/13/2026

Inheriting A Traditional IRA Is A Meaningful Gesture

Inheriting a traditional IRA is a meaningful gesture. Please be aware that there are tax triggers and IRS deadlines for.....

10/12/2026

Effective Tools For Wealth Transfer

There are several effective tools for wealth transfer from one generation to the next, including: A traditional IRA inheritance lets.....

10/09/2026

Does Your Retirement Income Plan Include Strategies For Minimizing Tax Exposure?

It is important to understand the two accounting methods for recognizing the withdrawal of money from a tax-deferred account. Last-in.....

10/08/2026

Is Having Enough Money For Retirement Your Primary Concern?

Is having enough money for retirement your primary concern? You may also want to consider long-term capital gains taxes, the.....

10/07/2026

Create A Tax Strategy For Your Retirement Income

You may have been told to defer taxes on the money you set aside during your working years because you’d.....

10/06/2026

Is It A Good Time To Review Your Retirement Income Strategy?

The One Big Beautiful Bill was passed on July 3, 2025, is being referred to as the largest tax break.....