Uncovering Opportunistic Value
Welcome to our Web site,
Today securities markets appear more complex than ever before. A flood-tide of new investment products has surfaced over the years, adding to the complexity. With rapid social, economic and political changes taking place both here and abroad, the art of investing has become increasingly difficult.
In 1986, we set ourselves up as an intentionally small group of professional investment managers, with the purpose of executing a sound investment strategy, tailored to the specific needs of each client.
Mount Vernon Associates provides asset management services for pension funds, profit sharing plans, endowments, foundations, trusts and private investors.
Newsletters
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.