Newsletter Issue: Vol 9 Issue 11
November 2020
We can succeed only by concert. It is not, 'Can any of us imagine better,' but, 'Can we all do better?'" ~ Abraham Lincoln 
tax word
Should You Roll Over an IRA to an HSA? 
A Health Savings (HSA) account is one of the most powerful tax-advantaged savings tools. The tax law lets you make a one-time rollover from an IRA to an HSA, transforming the tax-deferred retirement savings into an account you can tap tax-free. But the law is limited, and you need to follow a specific procedure to avoid an unexpected tax bill. US News and World Report discusses what you need to know.
Figuring Out a Budget for Your Mortgage
Figuring out how much mortgage you can afford is the first step in buying a house. What the bank agrees to let you borrow and what you should spend aren't necessarily the same thing. U.S. News & World Report reports on how you can figure out a budget for your mortgage.
Loudoun Offices Have Moved
We have changed our Loudoun County office location. We are now located near One Loudoun - our address is:
44927 George Washington Blvd. Suite 265,
Monthly Economic Update
In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October. When stimulus bill negotiations appeared to be on track, stocks moved higher but retreated as talks stalled.
Symphony Financial
Office: 703-865-4092
Fax: 703-865-4096
Registered Representatives. Securities offered
through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Symphony are not affiliated.