Rock Point Advisors

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Financial Planning Consultants, Accounting Services, Business Coaches & Consultants

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20 Years

in Business

(802) 864-2266Visit WebsiteMap & Directions1 Lawson LnBurlington, VT 05401 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Burlington with Financial Planning Consultants

Winooski (3 miles)
South Burlington (4 miles)
Essex Junction (8 miles)
Colchester (9 miles)
Shelburne (11 miles)
Williston (12 miles)
Essex (13 miles)

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Extra Phones

Phone: (802) 448-3575

Payment method

amex, cash, discover, master card, visa

Neighborhood

AKA

Rock Point Advisors LLC

Other Links

http://www.rockpointadvisors.com

http://primerewardszone.com

https://www.rockpointadvisors.com

Categories

Financial Planning Consultants, Accounting Services, Business Coaches & Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (802) 864-2266

Address: 1 Lawson Ln, Burlington, VT 05401

Website: http://www.rockpointadvisors.com

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Rock Point Advisors

Charitable Giving
New laws implemented in 2023 allow individuals 70 1/2 or older to make a one-time gift of up to $50,000 (adjusted annually for inflation) directly from an IRA to a charitable remainder unitrust, a charitable remainder annuity trust or a charitable gift annuity. We recommend consulting with us as well as the appropriate tax and legal professionals as part of a comprehensive planning effort.
Estate Taxes
Tax Services
Roth IRA
The limit on traditional and Roth IRA annual contributions increased from $6,500 to $7,000. The catch-up limit for those 50 and over remains $1,000. (There is still time to make a contribution for 2023!
Income Tax
Starting in 2018, the Tax Cuts and Jobs Act (TCJA) lowered income tax rates, doubled the standard deduction as it curtailed many itemized deductions, and doubled the gift and estate tax exemption from $5.6 million to $11.2 million (indexed to inflation). Most of these provisions are scheduled to expire in twenty-four months, which would result in higher tax rates, a return to the previous deduction policy and, for some, greater exposure to federal estate taxes of 40% or more. While legislative action could forestall all or part of the sunset, that’s not likely to happen until after the November elections - perhaps at the very last minute, which would leave little time for taxpayers to make adjustments.

Investment Management
Since our founding in 2004, our financial planning and investment management efforts have been guided by our fiduciary duty to our clients and our belief that doing what’s right matters. We work hard to deliver practical advice and responsible investing to help clients achieve their goals.
Wealth Management

Accounting Services
Payroll Services

Financial Planning
Retirement Planning
Asset Management
The concept of matching assets and liabilities is the foundation of our asset allocation process. Bonds and cash are designated to fund near-term withdrawals and a mix of bonds and stocks is expected to cover withdrawals likely over the longer term. Each investor’s risk tolerance and special circumstances are taken into consideration.
Gifting Strategies
The lifetime gift and estate exemption is halved if no legislative action is taken. The exemption would drop from the current level of $13.6 million to $6.8 million (before adjusting for inflation between 2024 and 2026). For those concerned about a larger estate tax liability, possible actions include gifting strategies designed to preserve the benefit of today’s high exemption threshold. A Roth conversion may be useful here as well, as it would reduce the size of an estate by the amount of taxes paid.

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