Webb Capital Management

According to a survey from 2017, approximately 70% of employers offer Roth features within their 401k plans. This simple distinction could potentially save you thousands of dollars come tax time. Let us help you be sure that you are saving for retirement in the most optimal way!

Is your retirement portfolio ready for turbulent markets? As volatility picks up, many investors make irrational decisions that end up hurting them in the long run. The professionals here at Webb Capital Management have multiple tools that can stress test your portfolio to make sure you are well positioned for upcoming market moves. Feel free to contact us today for a portfolio review.
http://webbcapitalmgmt.com/

Did you know that there are tax benefits involved with contributing to a 529 plan? Indiana happens to offer a tax credit of up to $1,000. 529 plans are not restricted to only those who are college bound, they can also be used to pay for education expenses incurred during K-12 as well. If you have a family member that may need help paying for their education, this is a great way to save money when it comes tax time! If you have any questions regarding 529 plans, contact our office today!