About Anthony Rosetti

Anthony Rosetti is a Director, Wealth Advisor at Round Table Wealth Management. Read Anthony's Biography >

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

By |2022-05-03T18:31:13+00:00May 3rd, 2022|Blog, Retirement Planning|Comments Off on Cash Balance Plans

“Capital Gains Rate: 20%, 25%, or 40%, should we care?”

House Democrats recently presented a preliminary tax proposal that is intended to help fund President Biden’s proposed $3.5 trillion dollar infrastructure package.  The current proposal targets high earners and corporations through increases in income taxes, corporate [...]

By |2021-11-02T20:17:16+00:00November 2nd, 2021|Blog|Comments Off on “Capital Gains Rate: 20%, 25%, or 40%, should we care?”

Value of Working With a Registered Investment Advisor

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.3 billion of assets.

By |2022-01-24T14:11:32+00:00August 30th, 2021|In the News, Webinars|Comments Off on Value of Working With a Registered Investment Advisor

Important Investment and Financial Planning Considerations when Relocating to Florida from the Northeast

Many residents from the high-tax states in the Northeast are seriously considering changing their official residence and moving to Florida. This article explains one of the many questions that these residents face regarding how the move may impact their portfolio strategy.

By |2021-08-19T21:11:50+00:00June 7th, 2021|Blog|Comments Off on Important Investment and Financial Planning Considerations when Relocating to Florida from the Northeast

Non-Profits: Planned Giving Strategies for Donors

The outbreak of COVID-19 had a devastating impact across the world in 2020, but perhaps the impact has been felt the most by nonprofits and charitable organizations. Due to the stay-at-home restrictions and resulting economic consequences, [...]

By |2021-04-29T14:21:14+00:00April 28th, 2021|Blog|Comments Off on Non-Profits: Planned Giving Strategies for Donors

Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad

Living abroad has gained popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, recently introduced a new tax incentive that may help further attract foreign retirees.

By |2021-11-03T15:03:10+00:00January 27th, 2021|Blog|Comments Off on Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad

Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?

Both brokers and investment advisors are licensed professionals who assist investors with their financial goals and objectives. Brokers are regulated by the Financial Industry Regulatory Authority (FINRA) while investment advisors are regulated by either the Securities and Exchange Commission (SEC) [...]

By |2021-09-14T15:52:39+00:00August 27th, 2018|Whitepapers|Comments Off on Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?
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