Greetings from Mint Hill, North Carolina!
I trust this e-mail finds you well as summer looms just around the corner. I know my family is ready to welcome a slower pace of life along with a bit of travel this summer!
A number of articles caught my attention that I wanted to pass along for your reading pleasure. These articles include the future of interest rates, mega backdoor Roth IRAs and what in the world to do with bonds when inflation continues to skyrocket. We round out our financial articles with the important topic of how to hit a golf ball further according to research. I’m sure that article is the missing link to take my golf game to the next level…
As always thank you for your continued trust in Mint Hill. We recognize that we steward a great trust and strive to be found faithful in all we do as we work to simplify your finances while pro-actively creating wealth that matters.
Do not hesitate to reach out to me or our Mint Hill team if you need anything. We love serving you!
Tim Beldner
President
Mint Hill Wealth Management
 | WHO CAN BE TRUSTED FOR RETIREMENT ADVICE? NEW RULES STRENGTHEN PROTECTIONS. When you walk into a financial adviser’s office, you expect them to put your best interests above all else — in the same way a doctor would, rather than, say, a car salesperson. But many people don’t realize that the rules financial professionals must follow vary, depending on where they work and what products they’re selling.
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 | EVEN IF THE FED CUTS, THE DAYS OF ULTRALOW RATES ARE OVER Soaring budget deficits and investment needs mean the “neutral” interest rate may be higher.
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 | IS A MEGA BACKDOOR ROTH RIGHT FOR YOU? HOW TO FIGURE THAT OUT A mega backdoor Roth can be an effective way to prepare for retirement. But, is it right for you? Here’s what you need to know.
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| WHAT TO DO WITH BONDS WHEN INFLATION WON’T DIE Readers weigh in, and our columnist responds, on how to invest for income in this market
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| HOW TO MAXIMIZE YOUR CHARITABLE GIVING TO SAVE TAXES What is the best way to make your donations to charity? Use two tactics – “tax bunching” and a donor advised gift fund.
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| A LITTLE EXTRA PLANNING CAN AVOID ‘HEIR WARS’ Parents often are unaware of pending heir wars, because the extent of conflicts, grievances, and grudges is suppressed until at least one spouse has died. Only then does the lid come off and reveal the depth of differences.
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| SOME COLLEGES WILL SOON CHARGE $100,000 A YEAR. HOW DID THIS HAPPEN? Some Vanderbilt students will have $100,000 in total expenses for the 2024-25 school year. The school doesn’t really want to talk about it. But we should.
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| I MESSED UP MY TAXES. HOW LONG DOES THE IRS HAVE TO FIND ME? The long arm of the agency can reach taxpayers years after they file an erroneous return.
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| SHOULD YOU BUY A HYBRID CAR? HERE’S WHAT YOU NEED TO KNOW As sales of electric vehicles fail to live up to some expectations, hybrids have taken off. Here are answers to the questions many car buyers have.
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| HOW TO HIT A GOLF BALL FARTHER, ACCORDING TO RESEARCH These are the physical attributes that can make a big difference—and those that won’t.
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