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575 South Charles Street, Suite 401
Baltimore, MD 21201

Phone:

(410) 377-9780

Fax:

(410) 244-8730

E-mail:

Uncovering Opportunistic Value

Welcome to our Web site,

Today securities markets appear more complex than ever before.  A flood-tide of new investment products has surfaced over the years, adding to the complexity.  With rapid social, economic and political changes taking place both here and abroad, the art of investing has become increasingly difficult.

 

In 1986, we set ourselves up as an intentionally small group of professional investment managers, with the purpose of executing a sound investment strategy, tailored to the specific needs of each client.

 

Mount Vernon Associates provides asset management services for pension funds, profit sharing plans, endowments, foundations, trusts and private investors.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Catch Up for a More Comfortable Retirement

Encourages older workers to maximize catch-up contributions.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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