Welcome to the new website for Margaret Seabrooke, CFP, CPA, a full-service firm specializing in retirement planning, tax planning and estate conservation. As a Financial Planner and a CPA, I recognize that while wealth can enhance your lifestyle, if not managed properly, it can also dramatically increase your tax liability. Just trying to stay current on changes in tax laws and available investment strategies can be daunting.
As your personal financial professional, I will help you navigate through the financial maze and remove the mystery by designing a unique, integrated financial plan to pursue your goals. Feel free to browse my site. You will find a variety of articles, calculators, and research reports that I hope you will find informative or stimulate your interest.
If you have any questions or want to schedule a complimentary meeting, please e-mail me at peg@margaretseabrooke.com or call 203-481-1040. I look forward to talking with you. As a consumer, have you noticed shortages?
As your personal financial professional, I will help you navigate through the financial maze and remove the mystery by designing a unique, integrated financial plan to pursue your goals. Feel free to browse my site. You will find a variety of articles, calculators, and research reports that I hope you will find informative or stimulate your interest.
If you have any questions or want to schedule a complimentary meeting, please e-mail me at peg@margaretseabrooke.com or call 203-481-1040. I look forward to talking with you. As a consumer, have you noticed shortages?
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Stacked rocks, also known as Cairns, have been used for a broad range of purposes from prehistoric times to the present.
Today, for some cultures, Cairns symbolize strength, balance and wisdom.
In others, by being strategically placed, they offer guidance and direction when the path is unclear.
These qualities are the hallmark of Margaret Seabrooke's practice.
We collaborate with our clients to create balance in all facets of their lives and help them design their unique path to financial freedom.
Today, for some cultures, Cairns symbolize strength, balance and wisdom.
In others, by being strategically placed, they offer guidance and direction when the path is unclear.
These qualities are the hallmark of Margaret Seabrooke's practice.
We collaborate with our clients to create balance in all facets of their lives and help them design their unique path to financial freedom.
Margaret (Peg) Seabrooke is a Connecticut CPA in private practice, a Certified Financial Planner., and an Investment Advisor Representative of LPL Financial.
She has been helping individuals pursue their financial goals for over 30 years and is dedicated to developing long-term, trusting relationships.
After receiving her B.A. in Accounting from Quinnipiac University in 1978, she started her career with Ernst & Ernst, CPAs in New Haven, CT.
In 1989, Peg established her own practice in Branford, CT.
She has been helping individuals pursue their financial goals for over 30 years and is dedicated to developing long-term, trusting relationships.
After receiving her B.A. in Accounting from Quinnipiac University in 1978, she started her career with Ernst & Ernst, CPAs in New Haven, CT.
In 1989, Peg established her own practice in Branford, CT.
The rules and regulations regarding individual retirement accounts (IRAs) and Workplace Retirement Accounts (401Ks, 403Bs, 457s, etc.) continue to increase in complexity.
In 2019, the SECURE ACT was passed and put into law some of the most sweeping changes we have seen in this area in years.
They affect both you and your heirs.
The age at which required minimum distributions (RMDs) need to begin is now 72, not 70 1/2.
Most non-spouses that inherit an IRA must now take distributions that end up emptying the account within 10 years (no more stretch option).
In 2019, the SECURE ACT was passed and put into law some of the most sweeping changes we have seen in this area in years.
They affect both you and your heirs.
The age at which required minimum distributions (RMDs) need to begin is now 72, not 70 1/2.
Most non-spouses that inherit an IRA must now take distributions that end up emptying the account within 10 years (no more stretch option).
The Roth IRA was introduced in 1977 and has been used as a valuable tax-planning strategy by many.
Provided you follow certain guidelines, contributions you make to your Roth IRA can grow tax-free and withdrawals of your investment and earnings will not be subject to federal income tax as long as they are considered qualified.
This is because monies you place into a ROTH IRA are after-tax dollars.
A Roth IRA can be an integral part of any retirement plan.
Unlike a Traditional IRA which requires you to begin taking taxable distributions at age 72, Roth IRAs have no required minimum distributions (RMDs).
Provided you follow certain guidelines, contributions you make to your Roth IRA can grow tax-free and withdrawals of your investment and earnings will not be subject to federal income tax as long as they are considered qualified.
This is because monies you place into a ROTH IRA are after-tax dollars.
A Roth IRA can be an integral part of any retirement plan.
Unlike a Traditional IRA which requires you to begin taking taxable distributions at age 72, Roth IRAs have no required minimum distributions (RMDs).
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events.
Choose any of the videos below and then click the start arrow to watch.
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
Choose any of the videos below and then click the start arrow to watch.
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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