Munn Wealth Management

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: 9:00 am - 5:00 pm

19 Years

in Business

Accredited

Business

Amenities:

Wheelchair accessible

(419) 794-0536Call Visit WebsiteVisit Website Map & DirectionsDirections1700 Woodlands Dr Ste 100Maumee, OH 43537 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Maumee with Financial Planning Consultants

Holland (4 miles)
Monclova (5 miles)
Perrysburg (6 miles)
Rossford (10 miles)
Waterville (10 miles)
Whitehouse (13 miles)
Toledo (14 miles)
Haskins (14 miles)
Sylvania (15 miles)
Moline (15 miles)

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http://munnwealth.com

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Parking: Lot, Self, On Site, Free

Wheelchair Accessible: Yes

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Phone: (419) 794-0536

Address: 1700 Woodlands Dr Ste 100, Maumee, OH 43537

Website: http://munnwealth.com

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Munn Wealth Management

Tax Planning
Gloria Sheline is a financial professional. She is a licensed CFP, virtually eliminating outsourcing & allowing her to perform all of her advising under one roof. Her core focus is to expertly assist individuals and business owners with tax planning, tax preparation, investment, retirement, insurance and estate planning.
Charitable Giving
One of the greatest values we can provide is helping you reduce tax liability. Working alongside a qualified tax professional we will analyze your situation and determine areas of potential savings. This may include choosing between pre-tax (Traditional) and after-tax (Roth) contributions, implementing a tax-efficient investment strategy in taxable accounts, maximizing the benefit of charitable giving, or advising on corporate stock options, deferred compensation and concentrated stock issues.
Avoiding Probate
Another primary goal of estate planning is reducing taxes and fees. The price you pay for a good estate planning attorney to draft your plan and review it over the years could save your family tens of thousands of dollars. Working with your financial advisor to coordinate your assets, according to your plan, is equally important – a plan without proper execution can be costly. Recently, a client unfortunately had to pay $50,000 in taxes she could have otherwise kept if her parent’s plan had simply been updated. Proper planning can also help your estate avoid probate or legal issues where court and legal fees can eat away at your family’s inheritance.
Tax Services
Although the standard deductions have increased, the itemized deductions for state and local taxes (including income, property, and sales tax) are now capped at a total of $10,000. Miscellaneous itemized deductions from tax preparation, work-related expenses, and investment fees have been eliminated. The changes in the itemized deductions, paired with the in-crease in standard deductions, means that most taxpayers will no longer itemize their tax returns.
Roth IRA
After 15 years, 529 plan assets can be rolled into a Roth IRA. This will be subject to annual contribution limits and a lifetime limit of $35,000
Tax Deductions
Recertification involves updating your marital status, family size, and using the IRS Retriever tool to automatically upload your tax return. Something to consider if you’re married, do you file your taxes jointly or separately? While filing jointly delivers taxable benefits such as eligibility to several tax deductions and credits, it may be worth comparing a return filed separately if only one spouse has student loans.
Income Tax
Bruce, age 50 inherits a $250,000 from his mother. Not needing any additional income while still working, he waits to take any funds from the account and allows it to grow to $500,000 over the subsequent 10 years. However, in the 10th year, he is then forced to withdraw the entire balance, and must pay approximately $200,000 in income taxes (an estimate based on current tax rates and assumptions about Bruce’s personal income).

Investment Management
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Munn Wealth) or product made reference to directly or indirectly by Munn Wealth in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Mutual Funds
Client assets are safeguarded at one of three national, independent custodians: Goldman Sachs, TradePMR, Interactive Brokers, and Fidelity Investments. A diverse mix of investments-- individual stocks, individual bonds, mutual funds, Exchange Traded Funds (ETF), and hedging vehicles-- compose the "tool box" we utilize to manage each account. A clear understanding of each client's objectives and risk tolerance is foundational for the creation of an appropriate allocation.
Bonds
Wealth Management
Munn Wealth Management is located in Ohio. Munn Wealth and its representatives are in compliance with the current registration requirements of the United States Securities and Exchange Commission and those states in which Munn Wealth maintains clients. Registration as an investment adviser is not indicative of any level of skill or training. Munn Wealth’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Munn Wealth website on the internet should not be construed by any consumer and/or prospective client as Munn Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Munn Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Munn Wealth’s current written disclosure statements discussing Munn Wealth’s business operations, services, and fees is available from Munn Wealth upon request. Munn Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Munn Wealth’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Accounting Services
Bookkeeping Services
Rebecca Perez serves local small businesses by providing professional bookkeeping services. She holds the Certified Bookkeeper (CB) designation and is a member of the American Institute of Professional Bookkeepers. Rebecca has acquired over 20 years of bookkeeping experience since graduating from Penn Commercial Business Institute with an Associates degree in Executive Office Administration.

Financial Planning
2. Not good at answering questions: Will has been attending the financial dinner seminar circuit and found an advisor that he thought was knowledgeable and might be a good fit for his stage in life. After an initial meeting, the advisor prepared a proposal for Will to consider hiring their firm for financial planning and investment management. Based on his previous experience, Will had specific questions about a few details in the proposal.
Retirement Planning
Nearly every financial plan incorporates retirement in one form or another. We regularly serve individuals who are saving for retirement, about to retire, or already in retirement. We provide counsel on nearly every financial aspect of a retirement transition, including pensions, Social Security, health insurance, 401(k) assets, and income planning.
Annuities
1. Product focused: The first financial representative that Will met with a decade ago sold him an annuity. Don’t jump to the conclusion that I am against all annuities. There are very good reasons to use annuities as part of a retirement income plan. Like most people engaging an advisor for the first time, Will did not know the right questions to ask to fully understand what he was buying and the representative did not fully explain the product he was selling. 11 years later and Will is still waiting out the time period when he can cancel the annuity without a penalty.
Asset Management
Does all of this information mean that you should change your asset allocation and invest more into the stock market? The answer is maybe. Market outlook is never enough of a reason to change your investment plan. Our job is to help you focus on what matters and what is important. Our commitment is to meet with you this year to review your unique life situation with the desire to help you
Charitable Remainder Trusts
● Charitable Remainder Trust (CRT) - A CRT allows for distributions to occur over the course of a beneficiary’s lifetime, with the remaining funds being donated to a charity. Even if there is not an intent to donate the IRA funds, a CRT may actually increase the after-tax proceeds that are distributed to the beneficiary as it maintains the ability to stretch distributions over the beneficiary’s lifetime.
Gifting Strategies
We want to learn about your passion for charitable giving: the organizations you care about, your motivation for giving and how rewarding the process is for you. We can help you develop a comprehensive gifting strategy to help ensure your needs and the needs of your loved ones are met, you are able to give as you desire, and you achieve the maximum tax benefits from your donations.
College Funding
While we wait for the Court’s decision, the passing of the SECURE Act 2.0 brought two noteworthy changes to loans and future college planning...
Asset Protection
With the start of my own family, planning for their provision and protection is the greatest motivation to have an estate plan in order. This can take shape in so many ways, starting with young families that can protect their children by assigning guardians and caretakers that will best raise their children in their absence. Others have adult children and grandchildren that may have different needs regarding money or asset protection (due to their profession or family circumstances). Still more, an heir may require a professional trustee to help guide or administer their inheritance in the event they cannot be trusted or properly care for themselves. I encourage my clients to recognize that providing for their children equally doesn’t mean they provide for them the exact same.

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