Vance P. Lahey, CFP

Do you earn too much to contribute directly to a Roth IRA? Don’t miss out on the potential tax-savings benefits by taking advantage of alternate strategies for this account. I can help you identify how you can still benefit.
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Roth IRA strategies for high-income earners Roth IRAs are powerful retirement savings accounts.

Are you ready for retirement? I can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Let's find a time to talk about your goals.

Retirement countdown milestones Our pre-retirement checklist may help you improve your savings.

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

You’ve decided to start saving for your child’s college education. But where should you put those savings? I can help you evaluate the options with tax-savings in mind.

What is one small step can you take today to move closer to achieving your financial goals?

The most rewarding part of an accomplishment is looking back at all the hard work it took to get there. What goals are driving you today?

Happy Holidays!

Give yourself the gift of financial confidence.

Before ringing in the new year, consider nine simple steps you can take to maximize savings while minimizing taxes. This year-end checklist is a must-read for anyone who wants to finish the year strong.

Connect with me to ensure you’re set up for success in 2026.

Year-end checklist: 9 actions to take before 2025 is over Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

Merry Christmas! Whether you’re unwrapping gifts, sharing a meal, or simply enjoying the company of loved ones, may your day be merry, bright, and full of gratitude.