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Money Matters Newsletter


This month, my newsletter explores the following topics:

It’s never too early to start thinking about the year-end, so please contact me if you would like to discuss your finances.


13 Tax Breaks For Homeowners And Home Buyers

Owning (or buying) a home is expensive. But at least there are some tax deductions, credits, and exclusions that can help you recoup some of those costs.

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This Is One Of The Best Ways To Get Tax-Free Retirement Savings

Of all the tax-advantaged ways to save for retirement, the Roth IRA is one of the best. Though you don’t get a tax deduction on your contributions, you can grow, and eventually, withdraw the money without paying any taxes on it. What is the drawback?

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15 Ways To Find Money To Pay For An MBA

While few business schools offer a full ride, applicants can finance a business degree in other ways. Here are 15 areas to explore.

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I Inherited An IRA. Now What?

Here’s what you should consider if you inherit money in either a traditional or a Roth IRA. Things can go wrong if you don’t follow the rules.

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Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.

Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

2021-126273 Exp. 9/23

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