Amanda Villaneda- Ascent Financial Solutions

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Amanda Villaneda- Ascent Financial Solutions As an Independent Financial Professional, my dedication lies in understanding your unique needs, goals, and objectives.

I am committed to guiding individuals, families, and businesses in crafting a robust strategy for the future.

Not All Assets Transfer To Heirs The Same Way At Death
10/16/2026

Not All Assets Transfer To Heirs The Same Way At Death

Do you understand the full range of transfer mechanisms to ensure your legacy plan works as intended? Not all assets.....

Do Your Assets Align With Your Designed Legacy Plan?
10/15/2026

Do Your Assets Align With Your Designed Legacy Plan?

Money in a Roth IRA can be turned over to heirs tax-free, as long as you owned it for more.....

Avoiding Income Taxes On Distributions In Retirement
10/14/2026

Avoiding Income Taxes On Distributions In Retirement

There may come a time when you may want to roll funds from a pretax retirement account, like a traditional.....

Inheriting A Traditional IRA Is A Meaningful Gesture
10/13/2026

Inheriting A Traditional IRA Is A Meaningful Gesture

Inheriting a traditional IRA is a meaningful gesture. Please be aware that there are tax triggers and IRS deadlines for.....

Effective Tools For Wealth Transfer
10/12/2026

Effective Tools For Wealth Transfer

There are several effective tools for wealth transfer from one generation to the next, including: A traditional IRA inheritance lets.....

Does Your Retirement Income Plan Include Strategies For Minimizing Tax Exposure?
10/09/2026

Does Your Retirement Income Plan Include Strategies For Minimizing Tax Exposure?

It is important to understand the two accounting methods for recognizing the withdrawal of money from a tax-deferred account. Last-in.....

Is Having Enough Money For Retirement Your Primary Concern?
10/08/2026

Is Having Enough Money For Retirement Your Primary Concern?

Is having enough money for retirement your primary concern? You may also want to consider long-term capital gains taxes, the.....

Create A Tax Strategy For Your Retirement Income
10/07/2026

Create A Tax Strategy For Your Retirement Income

You may have been told to defer taxes on the money you set aside during your working years because you’d.....

Is It A Good Time To Review Your Retirement Income Strategy?
10/06/2026

Is It A Good Time To Review Your Retirement Income Strategy?

The One Big Beautiful Bill was passed on July 3, 2025, is being referred to as the largest tax break.....

Can Your Retirement Strategy Have A Better Tax Outcome?
10/05/2026

Can Your Retirement Strategy Have A Better Tax Outcome?

The US has a progressive tax system, meaning when someone's income rises, it's taxed at a gradually increasing rate corresponding.....

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Blanchard, OK
73010

Telephone

(405)8240575

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