In addition to combining our unique understanding of the markets to help you reach your goals,
we understand that delivering focused services to these identifiable groups is better for the investor
in the long run, giving your money the best chance at achieving long term wealth.
Wherever you are in your road to retirement, we can assist you:
Client Profiles
We realize that various investors can be at very different stages along their own
personal financial road map. These distinct stages in life call for specialized financial services.
›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000
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›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000, although expired 12/31/07 likely to be reinstated.
› For 2008, the amount you can contribute to your 401k plan is $15,500 - If you are 50+, you can contribute an additional $5,000
›For the self employed, you can contribute up to $46,000 in an
Indi 401k Plan
for year 2007 : or $51,000 if your are over age 50
For IRAs and Roths, you can contribute up to $5,000 per year.
›iSHARES has introduced a tax free municipal bond ETF
›This week's show "How To Pick A Mutual Fund"
15Yr Fixed - 5.08%
30Yr Fixed - 5.62%
5/1 Adj. - 5.76%
3 Mo CD - 3.35%
6 Mo CD - 3.30%
9 Mo CD - 3.40%