StampNotes

Blog, Commentary, And News

Marching Into A Season Of Giving!

By Shay Diaz \ April 27, 2021

This March, through our program Cary Stamp Cares, we were fortunate enough to be a part of three fantastic charity events. On March 3rd, a few lucky members of our office were able to attend the 2nd annual Golf and Give, an event created by the group Suits for Seniors. This group, headed by founder…

READ MORE ⟶

Why that Roth IRA Conversion You Were Considering May be Even More Valuable

By Cary Stamp \ April 2, 2021
The Importance of Roth IRA Conversions in 2021

Current Tax Discussions in Congress May Lead to Drastic Changes in Estate Tax Exemptions that Increase the Value of a Roth IRA Conversion Strategy. For years, I’ve been stressing the benefits of Roth IRAs to our clients and their beneficiaries. In an environment of massive government spending and a constantly greater need to pay for…

READ MORE ⟶