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Media Coverage: Melissa Walsh Featured in Forbes

  • melissaewalsh
  • Mar 11, 2022
  • 1 min read

Updated: Mar 29, 2022

It's not too late to contribute to an IRA.


Melissa Walsh was recently interviewed by Forbes about year-end tax planning and IRA contributions.


"Financial advisor Melissa Walsh of Clarity Financial Design says that, even though we're well into 2022 at this point, it's actually the perfect time to make a contribution for 2021 if you haven't already."


"Walsh points out that it's crucial to actually invest the money you move to your IRA, particularly if you self-manage your accounts. After all, money moved to an IRA may be sitting in a holding account until you designate specific investment options.

And if you're not sure where to put your IRA money, don't be afraid to reach out for professional help.


"Research appropriate investments or seek fiduciary financial advice to find an investment strategy that best fits your investing history, goals, and desired level of risk," says Walsh.







 
 

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Clarity Financial Design is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 407-494-0593 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CFD with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.clarityfinancialdesign.com.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

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