By becoming a client, you will have access to financial advice covering the following areas:
The next step is for you to call the office to set up an appointment. If you are out of state, we can set up
a conference call.
Be A Client
As a client of The Bryant Group, you will enjoy many benefits of having a
financial advisor just a phone call away.
›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%
3 Mo CD - 4.65%
6 Mo CD - 4.90%
9 Mo CD - 5.05%