With tax season approaching, now is a good time to review your traditional or Roth IRA contributions before you file your taxes. You can make your 2023 contributions until April 15, 2024, and you may lower your tax bill. The limits are $6,500 or $7,500 if you’re 50 or older.
By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact us to discuss the possibility of maximizing your 2023 traditional and Roth IRA contributions before April 15, 2024.
The fall issue of RBC Wealth Management’s Prosper·US magazine features stories of the women financial advisors who use the firm’s capabilities to serve their clients and help them prepare for retirement and other financial goals. Read more about our client first approach in these inspiring stories.
Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers RBC Insured Deposits and RBC Cash Plus, cash sweep options that provide competitive interest rates. Visit RBC Insured Deposits rates and RBC Cash Plus interest rates to find our current rates.
If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them.
Connect with us today to add a trusted contact person to your account.
At The High Group, we are very proud that Financial Advisor Kirk High was named a Forbes Best-in-State Wealth advisor in 2022 and 2023 and an AdvisorHub Advisor to Watch in 2022. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Kirk!
The High Group was also named a Forbes Best-In-State Wealth Management Team in 2024.
Our goal is to become trusted financial advisors for families that value a partner when navigating important financial decisions. Our disciplined approach keeps us focused on our clients' long-term goals. Our attitude towards excellence drives us to deliver the best service and experience for our clients. Our team's complementary professional backgrounds ensure that we take a comprehensive view of each client's situation and apply the most appropriate solutions.
Our clients enjoy the great gift of "financial peace of mind," knowing they have a partner to help them reach their financial goals.
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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