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Demystifying Mega Backdoor ROTH’s – and why it is important to know them
Demystifying Mega Backdoor ROTH’s – and why it is important to know them

I am sure that at some point or another you have been part of a conversation where someone says that their company has a mega backdoor ROTH and you wonder how that exactly works and why you don’t have one?

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Bradley CableAugust 24, 2023
Are you optimizing your company 401K plan? Most probably not and here’s why…
Are you optimizing your company 401K plan? Most probably not and here’s why…

Are you maximizing and optimizing your workplace 401K? Most probably not! If not, you are leaving major amounts of money on the table not giving it attention.

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Bradley CableMay 12, 2023
OUTLOOK 2023 | FINDING BALANCE
OUTLOOK 2023 | FINDING BALANCE

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.

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Arvind VenJanuary 25, 2023
7 Financial Strategies for Capital Gains Optimization
7 Financial Strategies for Capital Gains Optimization

Although only $3,000 of net capital losses can be deducted in any one year against ordinary income on your tax return, the remaining balance can be carried over to future years indefinitely.

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Bradley CableMay 25, 2022
Will Rising Mortgage Rates Squash the Housing Market?
Will Rising Mortgage Rates Squash the Housing Market?

The historic spike in mortgage rates instigated chatter across the country that the housing market is a bubble that will soon pop.

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Bradley CableApril 11, 2022
What you need to know about saving for your children’s College Education
What you need to know about saving for your children’s College Education

Most of you have flown on commercial flights, so you know that prior to take-off it is the time for the safety announcements.

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Bradley CableJune 23, 2021
Help your Money Grow:  May the Force (of 72) be with you
Help your Money Grow: May the Force (of 72) be with you

In Douglas Adams’ bestseller, “The Hitchhikers guide to the Galaxy”, the magic number that unlocked the universe’s answers was 42.

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Bradley CableFebruary 2, 2021
H S A Plans offer triple benefits
H S A Plans offer triple benefits

Health Savings Accounts are an often misunderstood and ignored retirement savings option.

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Bradley CableDecember 21, 2020
Also consider these for your tax year preparation
Also consider these for your tax year preparation

Death and taxes are the two inevitable yet constant factors in our lives. On that comforting note, let us talk about the less depressing of the two - taxes.

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Bradley CableDecember 14, 2020
Do not underestimate the impact of taxation in retirement
Do not underestimate the impact of taxation in retirement

There is a notion that taxes will be minimal in retirement. That may not be the case, especially in high-cost-of-living states like California.

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Bradley CableDecember 7, 2020
How to understand the true cost of car ownership
How to understand the true cost of car ownership

Americans in general – and Californians in particular – love their cars. Given the abysmal public transportation here when compared with the rest of the developed world.

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Bradley CableNovember 30, 2020
Advice for those starting their first jobs
Advice for those starting their first jobs

Many of my clients want me to have a chat with their children before they start their first jobs.

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Bradley CableNovember 23, 2020
Attaching a value to your airline miles and points
Attaching a value to your airline miles and points

Hotel points and miles you have both from actual flying and from credit card spending have significant value.

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Bradley CableNovember 16, 2020
401(k) Fees Are Eating Your Retirement Savings
401(k) Fees Are Eating Your Retirement Savings

Half of Americans aren’t saving enough for retirement.

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Bradley CableOctober 22, 2020
Financial Mistakes in Retirement Planning
Financial Mistakes in Retirement Planning

What Financial Mistakes Do People Make In Retirement Planning?

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Bradley CableOctober 16, 2020
The Demise of the ‘Stretch’ IRA
The Demise of the ‘Stretch’ IRA

The recently passed SECURE Act of 2020 has significant implications on RMD’s and ‘stretch IRA’s’.

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Bradley CableOctober 16, 2020
Top 5 Financial Mistakes Made by Retirees
Top 5 Financial Mistakes Made by Retirees

Here are some of the mistakes that people make during their “pre-retirement” and retirement phases.

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Bradley CableOctober 16, 2020
How Much Does your 401(k) Plan Cost?
How Much Does your 401(k) Plan Cost?

We focus on the most prevalent plan, the tax deferred employer sponsored 401(k) plan.

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Bradley CableOctober 16, 2020
What You Need to Ask Before Working with a Financial Advisor
What You Need to Ask Before Working with a Financial Advisor

Prior to engaging with a financial advisor, there are important questions as you evaluate individuals and firms.

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Bradley CableOctober 16, 2020
Tax-Smart Charitable Giving
Tax-Smart Charitable Giving

Why charitable giving can both make a change for those that need it and help your maintain assets.

Your End of Year Checklist for Tax-Smart Charitable Giving

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Bradley CableOctober 16, 2020
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Capital V Group
19925 Stevens Creek Blvd., Suite 100,
Cupertino, CA 95014-2358,
United States
408-725-7122 arvind.ven@lpl.com>
Hours

Arvind Ven is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Financial planning offered through Capital V Group, a registered investment advisor and a separate entity from LPL Financial.

View LPL Financial Form CRS

The financial professionals associated with Capital V Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Arvind Ven | CA | 10080 N. Wolfe Rd., Suite SW3-200, Cupertino, CA 95014| CA Insurance Lic.# 0K31156

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