Webb Capital Management

Are you saving up to purchase your first home? Many people don't realize that you can withdraw money from an IRA to put toward the down payment. Individuals can use up to $10,000 without paying any penalties or taxes. Contact us today if you would like to discuss your options!

According to a survey from 2017, approximately 70% of employers offer Roth features within their 401k plans. This simple distinction could potentially save you thousands of dollars come tax time. Let us help you be sure that you are saving for retirement in the most optimal way!

Are you aware of the unique advantages of owning a Health Savings Account? HSA's allow you to pay for medical expenses with pre-taxed dollars. Once you reach age 65, you are then able to withdraw these contributions with no penalty, even if it is for a non-medical expense. HSA's are a great way to minimize your tax bill each year!

Did you know that gold is up almost 18% this year? Yes, that's right- year to date it has outperformed the S&P 500! All of our portfolios have exposure to gold and other alternative assets. Stop limiting yourself to stocks and bonds and invest with us today!

Is your retirement portfolio ready for turbulent markets? As volatility picks up, many investors make irrational decisions that end up hurting them in the long run. The professionals here at Webb Capital Management have multiple tools that can stress test your portfolio to make sure you are well positioned for upcoming market moves. Feel free to contact us today for a portfolio review.
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Did you know that there are tax benefits involved with contributing to a 529 plan? Indiana happens to offer a tax credit of up to $1,000. 529 plans are not restricted to only those who are college bound, they can also be used to pay for education expenses incurred during K-12 as well. If you have a family member that may need help paying for their education, this is a great way to save money when it comes tax time! If you have any questions regarding 529 plans, contact our office today!