Rising Tide Inc

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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31 Years

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(919) 968-8675Call

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Map & DirectionsDirections7312 Crescent Ridge DrChapel Hill, NC 27516 Write a ReviewWrite Review

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BBB Rating: A+
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Categories: Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments

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Phone: (919) 968-8675

Address: 7312 Crescent Ridge Dr, Chapel Hill, NC 27516

Rising Tide Inc

Taxes

Tax Services
Of course, financial professionals can account for additional value not studied by Vanguard, such as helping clients implement wealth management strategies, which may help protect against the financial consequences of loss of income, and coordinating with other financial professionals on tax management and estate strategies.
Tax Deductions
Remember, a 529 plan is a college savings play that allows individuals to save for college on a tax-advantaged basis. State tax treatment of 529 plans is only one factor to consider prior to committing to a savings plan. Also, consider the fees and expenses associated with the particular plan. Whether a state tax deduction is available will depend on your state of residence. State tax laws and treatment may vary. State tax laws may be different than federal tax laws. Earnings on non-qualified distributions will be subject to income tax and a 10% federal penalty tax.
Income Tax

Investment

Investment Management
University Retirement Specialist – Rising Tide, Inc. is authorized to provide investment management services for TIAA-CREF and Fidelity Investments, specifically for the University of North Carolina system Optional Retirement Program (ORP) and 403-B voluntary assets. Rising Tide, Inc. is neither directly affiliated with any university nor compensated by any university vendor. This independence allows for objective and unbiased advice, which we believe is absolutely essential to financial management services with integrity.
Mutual Funds
Investment Management – Specializing in asset management by objective, portfolios with optimum risk/reward characteristics based on clients’ needs, mutual funds, variable annuities, individual stocks, corporate and municipal bonds and real estate investment including 1031 exchanges.
Bonds
Wealth Management
Some believe you must choose between an online broker and a wealth management firm. At Schwab, you don’t need to compromise. Whether you invest on your own, with an advisor, or a little of both — we can support you.

Planning

Financial Planning
Financial Planning for Businesses – Qualified retirement plans, tax-advantaged executive benefits, health savings accounts with health coverage, liquid business accounts, buy/sell agreements and funding, succession planning and business valuation.
Retirement Planning
Retirement planning is a major financial investment – so many considerations, so many variables, so much information to acquire and digest. Of utmost importance: finding the right advisor – a professional who is honest and knowledgeable, objective and can give you the time, care and insight you want, need and deserve.
Annuities
Asset Management
Rising Tide, Inc. is a State of North Carolina Registered Investment Advisory Firm. Founded in 1993, the business has served hundreds of clients with millions of dollars in investment and insurance products. Rising Tide uses an asset allocation model based on risk, reward and time frame analysis.
College Funding
529 college savings plans. Offered by states and some educational institutions, these plans allow you to save up to $15,000 per year for your child’s college costs without having to file an I.R.S. gift tax return. A married couple can contribute up to $30,000 per year. However, an individual or couple’s annual contribution to a 529 plan cannot exceed the yearly gift tax exclusion set by the Internal Revenue Service. You may be able to front-load a 529 plan with up to $75,000 in initial contributions per plan beneficiary—up to five years of gifts in one year— without triggering gift taxes.

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