Anh Tran Esq., CWS®

/Anh Tran, Esq., CWS®
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About Anh Tran, Esq., CWS®

Anh Tran is a Managing Partner and Co-Founder of Modern Wealth Advisors. As both a Certified Wealth Strategist® professional and an estate planning attorney, Anh is in an unique position to counsel her clients on both wealth management and estate planning.
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2015 Year-End Planning Checklist

As we enter the last quarter of the year, it is time to begin your year-end planning. Set aside some time to evaluate your financial plan and consider potential opportunities. Effective year-end planning not only includes a review of the activities in the past year, but also creates an opportunity to leverage tax and financial planning techniques as they relate to new developments in the law.

In thinking about how you can make the most of the current tax laws without overlooking the basics, we have […]

By |November 5th, 2015|Annual Financial Checklist|0 Comments
  • The New Gradual Retirement

The New Gradual Retirement

Working a little (or a lot) after 60 may become the norm.
Do we really want to retire at 65? Not according to the latest annual retirement survey from the Transamerica Center for Retirement Studies which gauges the outlook of American workers. It found that 51% of us plan to work part-time once retired. Moreover, 64% of workers 60 and older wanted to work at least a little after 65 and 18% had no intention of retiring.1

Are financial needs shaping these responses? Not entirely. While 61% […]

By |June 17th, 2015|Retirement|0 Comments
  • Common Deductions Taxpayers Overlook

Common Deductions Taxpayers Overlook

Make sure you give them a look as you prepare your 1040.
Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions.

While the IRS has occasionally fixed taxpayer mistakes in the past for taxpayer benefit, you can’t count on such benevolence. As a reminder, here are some potential tax breaks that often go unnoticed – and this is by no means the whole list.

Expenses related to a job […]

By |March 24th, 2015|Income Tax|0 Comments
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Six Keys to Serving Female Clients

As financial services firms and advisors seek to identify the demographic trends that will shape the landscape of our industry over both the near and long term, more and more of them have come to realize the growing prominence of women in our economy. Not only are more women working, but they are increasingly earning higher salaries. For the first time, females make up nearly 50 percent of the American workforce1, with the number of women earning $100,000 or more annually having gone up four […]

By |September 11th, 2014|Financial Advisor|0 Comments
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2013 Year-End Review

A Bad Year for Pessimists

Happy New Year to you and your family! We hope you had a wonderful and joyous holiday season. On behalf of everyone at Modern Wealth Advisors, we want to wish you a happy and prosperous 2014!

We will begin by giving you a recap of last year’s markets. The U.S. stock market had another good year. The Dow Jones Industrial Average rose 26.5%, the S&P 500 Index rose 29.6% and the NASDAQ finished the year up 38.3%; the best numbers we […]

By |January 28th, 2014|Financial Outlook|0 Comments
  • 2013-year-end-planning

2013 Year End Planning Checklist

As we enter the last quarter of the year, it is time to begin your year-end planning. In January 2013, Congress passed the American Taxpayer Relief Act of 2012 (ATRA), which made permanent many, but not all, of the Bush-era tax cuts and also some tax benefits enacted during the Obama administration.  Congress also permanently “patched” the alternative minimum tax (AMT) to prevent its encroachment on middle income taxpayers. New tax legislation has brought greater certainty to year-end planning, but has also created new challenges. […]

By |November 7th, 2013|Annual Financial Checklist|0 Comments
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Don’t Think You Need an Estate Plan? What Happens to Your Child if You Die?

Many people delay setting-up their estate plan for a whole host of reasons (e.g., “I’m too young,” “I have more important things to address now,” “estate plans are only for wealthy people,” etc.). I find that one issue that causes people to “bite the bullet” and begin the estate planning process is the need to designate a person to serve as guardian for their minor child or children should the parents die or become incapacitated. I understand that other parents do not want to believe […]

By |October 6th, 2013|Estate Planning 101|0 Comments
  • holiday shopping

Stash Extra Cash for the Holidays…Now

The fall chill in the air may be a few weeks out and the pumpkin spice lattes have yet to make their debut at the local coffee shop, but now is the time to take a little taste of the holidays and get ahead of the game come December 1. Aside from a winning lottery ticket, the best way to prepare financially for holiday spending is to start stashing away cash sooner than later to avoid that feeling of being sucked dry or drowning in […]

By |September 5th, 2013|Holiday Planning|0 Comments
  • 2013 May Be a Very Good Year

Why 2013 May Be a Very Good Year

If the fiscal cliff is averted, stocks may have all kinds of reasons to rise.

What if the future is more bullish than the bears assume? With 2013 approaching, stock market volatility seems to have increased. Equities rise on optimistic remarks about a fiscal cliff solution, then fall when another voice expresses pessimism, and vice versa.

In addition to this constant seesawing, the market is contending with anxieties about Europe, with the eurozone now officially in another recession, and the strong possibility of higher taxes on capital […]

By |December 18th, 2012|Investment Review|0 Comments