From time to time we will highlight one of our members and share an update from them. 

This updates is from WestPAC Wealth Partners with some helpful tips for our small businesses and entrepreneurs!

 
Mahalo Samantha! 

This month, my newsletter explores the following topics:

     •    Smart tax planning tips for entrepreneurs
     •    The critical mistake that could end your IRA
     •    Why it's time to invest in Roth accounts
     •    How to organize financial paperwork for your heirs

Turbulence in the nation may raise concerns about whether financial strategies should be revisited. If you want to ensure your plans minimize the risk to your investments and savings, please get in touch so I can help you with such a review.

Sincerely,

Samantha Haas, CEPA®, CLTC®
CA License #0J18406
Director of Business Development, Financial Advisor, Certified Exit Planning Advisor

samantha.haas@westpacwealth.com
(808) 206-9812
Website

How Entrepreneurs Can Eliminate This Damaging Tax Liability with Smart Planning

Entrepreneurs often overlook estate planning, risking significant hidden costs and liabilities. How can smart planning today protect your legacy and reduce estate taxes tomorrow?

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The No. 1 Fatal Error That Will End Your IRA

Protect your hard-earned retirement nest egg from costly errors. Learn the ins and outs of IRA rollovers and how to avoid a common pitfall that could wipe out years of savings. (There are no do-overs.)

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‘Taxes Are On Sale’: Why Now Is A Great Time To Save In A Roth Account, Says CPA

Are you still clinging to the traditional "defer, defer, defer" tax strategy? Here’s why a certified public accountant is now advocating for paying taxes at today's historically low rates.

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How To Organize Your Financial Paperwork For Your Heirs

Having an estate plan is crucial, but it's useless if your loved ones can't find the supporting documents. Here are simple strategies to organize your financial paperwork and ensure your heirs can access it when they need it most.

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0J18406

Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

2024-179134 Exp. 8/26