Mount Vernon Associates, Inc.

575 South Charles Street, Suite 401
Baltimore, MD 21201

Phone:

(410) 377-9780

Fax:

(410) 244-8730

E-mail:

info@mtvernonassoc.com

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

HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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More Newsletters

Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators