Knight, Martin E, AGT

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Tomorrow: 8:30 am - 4:30 pm

25 Years

in Business

(410) 810-0735Call Visit WebsiteVisit Website Map & DirectionsDirections106 Spring Ave Ste 1Chestertown, MD 21620 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Chestertown with Investment Advisory Service

Millers Island (6 miles)
Worton (7 miles)
Church Hill (10 miles)
Kennedyville (12 miles)
Crumpton (13 miles)
Still Pond (13 miles)

More Info

Email

Extra Phones

Phone: (410) 810-3422

Fax: (410) 810-3422

TollFree: (800) 994-0221

Payment method

amex, cash, discover, master card, visa

AKA

Chesapeake Investment Advisors, Inc.

Knight, Martin Earl Agt

Chesapeake Investment Advisors

Other Links

http://www.chesadvisors.com

https://www.chesadvisors.com/contact-us

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (410) 810-0735

Address: 106 Spring Ave Ste 1, Chestertown, MD 21620

Website: http://www.chesadvisors.com

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Knight, Martin E, AGT

Tax Planning
Tax Services
Roth IRA
What can we do then with all this qualified money? First, we can only do things incrementally since we’re walking a fine line between paying too much now and too much later. Two tactics help; both involve Roth IRA’s. First, Roth Conversions. If done correctly, a Roth Conversion can help. It doesn’t always work and sometimes even makes things worse, as in an IRMMA year. But the RC is something we should investigate. Secondly, if you’re in an off-year income-wise or your taxes are very low to begin with—add to a Roth instead of a regular qualified plan. Especially for young adults or newly retired part-time workers—a Roth is on-point for saving for the future.
Income Tax
Pre-tax money means you postponed paying income tax on the money that went into those accounts. This is a great way to save on income taxes while working, at the same time stashing some income for retirement. The US has a “progressive income tax,” meaning that the more income you earn, the higher the tax rate you pay (from 10% to 37%). Deferring part of that earned money from the highest tax brackets makes perfect sense.

Mutual Funds
When we invest in an ETF or Mutual Fund that tracks the S&P 500, we’re not just buying the market—we’re buying into the profits (and losses) of the world’s largest and best-run private companies. You must be asking, if these super companies are so well-run, why did I lose money investing in them this year? Well, as investments, the returns they generate will fluctuate. As I wrote in the second paragraph, nothing in the market rides up a straight line.
Wealth Management
Geneos Wealth Management, Inc. (“GWM”) values you as a customer and respects your right to privacy. We recognize that you have placed your trust in us, and we take the responsibility to preserve that trust. One way we endeavor to keep your trust is to properly handle that personal information. We pledge to you that...

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