With a shocking aggregation of events: COVID-19, Stimulus, Demand, Inflation, Interest Rates & Taxes
Fall is a time of transition as we move into year-end. Normally, we are looking to evaluate opportunities for tax harvesting, optimizing IRA contributions/conversions and adjustments to retirement plans. This year as we transition, we have several additional, complex events to consider.
Notes: The above article is the author’s sole opinion for information and discussion purposes only. No part of this article is intended to constitute investment, legal or tax advice. The opinions expressed herein are not suitable for all persons. Consult your investment, legal and tax professionals for advice relating to your personal situation. No offer or solicitation is made by this article. Past performance is not indicative of future results.
John D. O'Malley Jr. is the Founder and Managing Director at Eastgate Capital Advisors LLC, an Illinois registered investment advisor. Contact John for more information at jomalley@eastgateca.com, 312-690-4901 or www.eastgateca.com.
Address
560 Green Bay Road, Suite 200
Winnetka, IL 60093
Eastgate Capital Advisors LLC is a holistic wealth advisory firm and a multi-family office with an important distinction – a focus on you. The firm understands clients’ needs and customizes its service offerings to meet individual needs. No responsibility too large and no detail too small, Eastgate’s mission is to understand your unique goals for the future and then work with you to accomplish them.
Phone: 312-690-4900
Email: mail@eastgateca.com