Pasqua Wealth Solutions

Attention parents! Don’t forget about the benefits of 529 accounts. A 529 account is a tax-advantaged savings plan designed to help families save for future education expenses. These plans allow contributions to grow tax-free, and withdrawals are tax-free when used for qualified education expenses, such as tuition and books. With their flexibility and potential for long-term growth, 529 accounts are valuable tools for parents and guardians planning for the educational needs of their children. #futureeducation #longterm #educationalneeds #helpfamilies #529account #bevaluable #attentionparents #longtermgrowth

Do you offer a 401(k) in your business? By implementing a Mega Backdoor Roth strategy you can put away an additional $46,000 into a Roth account in addition to the standard $23,000 401(k) contribution. A Mega Backdoor Roth provides a rare opportunity at tax-efficient growth for your investments. #roth #401k #success #strategy #opportunity #growth #investments

Maximize your tax-deferred compensation by contributing to your 401(k) plan. This year you can contribute up to $69,000. This is a great opportunity tax-efficient wealth building all business owners should take advantage of! #greatopportunity #wealthbuilding #401k #tax #compensation #opportunity

Backdoor Roth contributions are a smart strategy for high-earning individuals who want to surpass income limits for direct Roth IRA contributions. By making nondeductible contributions to a traditional IRA and then converting those funds into a Roth IRA, individuals can enjoy tax-free growth and create a tax-efficient path to bolster their retirement savings. #traditionalira #retirementsavings #strategy #individual #income #limit #funds

Consider the potential of Roth conversion and backdoor Roth contributions. Roth conversion offers tax-free growth, ensuring adaptable retirement income and efficient legacy planning through Roth IRAs – but isn’t for everyone. #roth #retirementincome #potential #tax #growth #retirement

8 things you need to do to increase your net worth Watch more here: https://loom.ly/NlhPhSw #networth #watchmore #increase #worth

Are you making charitable donations this year? Consider a “bunching” strategy. To take advantage of this strategy, you contribute multiple years’ worth of your charitable giving in one year to surpass the itemization deduction threshold. In off-years, you could take the standard deduction. This approach can result in significant tax savings. #charitabledonations #charitablegiving #standarddeduction #financialstrategy #taxsavings #donations

At Pasqua Wealth Solutions we seek to maintain a high level 360 view of our client's Financial Lives. Schedule a call today to see how we can help: https://loom.ly/hY_EKuA #calltoday #highlevel #wealth #solutions #financial

Investment portfolios are designed to work in concert with the growth, expansion, or liquidity needs of the business, and take into account factors such as cash flow requirements, tax considerations, and risk management. Schedule a call to see if you can benefit from a free financial strategy consultation. https://lnkd.in/eRNecm2x #investmentportfolio #riskmanagement #calltoday #investment

Our specialized financial advisory team serves business owners and their unique needs. Schedule a call to see if you can benefit from a free financial strategy consultation. https://lnkd.in/eRNecm2x #businesses #success #owners #calltoday #teamwork #businessowners