Limestone Financial Group

CONNECT

Address:

Stephen M. Roth, CFP® Principal, Founder 59 Lincoln Park Newark, NJ 07102
Newark, NJ 07102

Phone:

201-788-4977

Fax/Other:

908.975.5161

Asset Management

Asset management is critical to individuals & entities with significant assets due to the complexiteies of the economic landscape we are in.  Taxes have been increased on investment income/capital gains if earnings exceed certain thresholds.  Penalties have been increased by IRS to individuals & businesses for not complying with new regulations. Taking a taxable distribution from an account unknowingly can prove to be very costly.  At Limestone Financial Group we think of asset management holistically and will carefully analyze what future  distributions look like before creating a taxable event. We will work with other professionals when needed to provide comprehensive asset management.