Vertical Wealth Management

11/07/2022

The fear of out living retirement savings is one of the biggest fears retirees face. A Guaranteed Retirement Income Annuity, may be the answer you've been looking for.

The fear of outliving retirement savings is one of the greatest fears facing retirees. Put this fear to rest with a Guaranteed Retirement Income Annuity.

10/17/2022

Your Guide to Health Savings Accounts (HSAs) for 2023

    Health Savings Accounts (HSAs) are a powerful, tax-efficient way to save and pay for medical expenses. And in a country that’s known for high costs of healthcare, they’re an option worth exploring should your situation meet the requirements. Together in this article, we’re going to rev...

10/06/2022

Retirement income planning is the most important process in securing the longevity of your golden years.

08/12/2022

Another option for a small business retirement plan. The SEP-IRA offers high contribution limits for employers and employees, and requires the employer to contribute the same percentage of salary as she contributes to her own plan. -ira

Is a SEP-IRA the right retirement plan for your business. Learn the pros and cons of setting up a SEP-IRA retirement plan.

07/29/2022

A solo 401(k) is a type of 401(k) that’s specifically made for business owners who don’t have employees.

    The 401(k) is one of the most well-known retirement vehicles out there. And as an employee, it’s a fantastic way to take advantage of compounding returns and create a life of financial freedom. But what about on the employer side of things? Unfortunately, that’s where things get a bit mu...

07/13/2022

Succession Planning, always a challenging process, can be even more so when dealing with a family-owned business. However, it is an essential cog for the continued success and growth of your business.

Succession planning for a family owned business can be challenging. Besides all of the normal legal and leadership issues, there may be family connections that must be considered.

07/01/2022

https://verticalwealth.com/retire-williamsburg-va/

Williamsburg VA appears in many "top" lists for retirement locations. With all of the recreational and educational opportunities around, it is not hare to understand why.

06/16/2022

The Different Types of IRAs
https://verticalwealth.com/the-different-types-of-iras/

06/08/2022

Self-employed business owners should be planning for retirement. Here are some of the retirement plan options available to business owners.

Planning for your retirement will save you a lot of financial frustrations in the future. Our blog discusses the best options for self-employed business owners.

06/02/2022

While all 50 states in the US must pay the same federal income taxes, Virginian residents benefit from favorable income tax laws compared to many other states in the US. Learn how you can save more on your Virginia taxes.

If you are a resident of Virginia, these tips could help reduce the amount you page for state income tax.

05/17/2022

As you embark upon this exciting new journey in your life, you may begin to wonder what your retirement resignation letter to your employer should say and what pertinent information it needs to include.

    Every day 10 thousand people in the US turn 65. They’re becoming the fastest-growing segment of the population. With turning 65 comes the right of passage which is retirement. As you embark upon this exciting new journey in your life, you may begin to wonder what your retirement resignatio...

05/11/2022

The good news is that you can do some things to mitigate inflation and its effect on your income.

    As the pandemic recedes, inflation has come to the forefront of economic news. The inflation rate in the U.S. hit 8.3 percent in April 2022, the highest rate in decades, but not the highest rate we’ve ever experienced (29.78% in 1778, and 19.66% in 1917 is the highest since the introductio...