by Vid Ponnapalli | Jan 12, 2021 | Wealth Management
Welcome to the New Year, 2018! There is no better time than now to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to do a deep-dive financial analysis. Do You agree? If you do, here are seven ways to get you on a... 
by Vid Ponnapalli | Feb 19, 2020 | Financial Planning, Retirement Planning, Wealth Management
If you are a mid-career professional, chances are you have switched jobs a few times, and considered rolling over funds from your ex-employer retirement plan. So, here you go: In this video, I will present to you the difference between a “Direct”... 
by Vid Ponnapalli | Dec 27, 2019 | Retirement Planning, Wealth Management
If you are expecting to inherit an IRA from a parent or a grandparent in the coming years – you just lost an important benefit – thanks to SECURE Act that went into law earlier this week. Inherited IRAs lost STRETCH opportunity due to SECURE Act Starting... 
by Vid Ponnapalli | Nov 18, 2019 | Wealth Management
Looking to work with a new financial advisor? Today, I will tell you the three most important questions you must ask before hiring one. Question #1: Ask your financial advisor – how he or she is getting paid If they say “Fee-Only”, that means they have no conflicts of... 
by Vid Ponnapalli | Nov 10, 2019 | Financial Planning, Retirement Planning, Tax Planning, Wealth Management
Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today, I will tell you three very important factors to consider before making the decision. So, here are the three factors to consider before committing to a ROTH... 
by Vid Ponnapalli | Nov 1, 2019 | Retirement Planning, Wealth Management
Last week, I talked about the tax benefits of Health Savings Accounts. Today, I will answer a very common question asked about HSAs How do you prioritize saving in an HSA vs saving in a 401K? So, here is the question: Let’s say you are eligible to contribute...
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