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Is a Roth Conversion Right for You? We believe most investors should consider including a Roth IRA in their overall financial plan; as their investments are able to grow tax free and provide them with a great source of tax-free income in retirement. If you have not already contributed to a Roth IRA, converting funds from a Traditional IRA to a Roth IRA can be a great way to fund Roth IRAs. This year provides a unique opportunity for investors as the income limitations for Roth IRA conversions no longer exists, allowing most investors to convert their Traditional IRAs to Roth IRAs. If you are considering a Roth conversion please give us a call to set up a FREE in-person consultation. You need more than an online calculator to tell you if a Roth conversion is right for you; rather, you need an advisor who can help you consider the important questions: · When will I need to use my retirement savings? · What tax bracket will I be in the future? · How will I pay the taxes caused by a conversion? · How will a conversion affect my heirs and their taxes? · How much should I convert? · What assets in my Traditional IRA should I convert? Financial Management Network is a comprehensive financial planning firm that specializes in analyzing every aspect of your financial situation from your cash flow, tax planning, insurance, investments, and your retirement and estate plans. We can advise you on whether you will benefit from a Roth conversion and more importantly how it will affect your overall financial plan. We can also perform the actual conversion in-house without sending you to a costly third-party. To learn more about the Roth Conversion and to set up a FREE in-person consultation please call Jeff Merwin at (949) 455-0300 x208 Or send an email with your contact information to: rothconversion@fmncc.com FMN is the premier wealth management firm in the Orange County area. Our success is based on our unwavering commitment to providing the best services in financial planning, money management, estate planning, insurances, taxes and business planning. Recently FMN was honored with the 2010 and 2011 5 Star Wealth Manager Award from Orange Coast Magazine. Details on this award can be found here:
Call an FMN advisor today for a free consultation and conversation on how we can help you today.
Ryan Maroney, CFP®
Vice President
Financial Management Network
949-455-0300
Click Here to Access your Client View Live Account
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Financial Management Network, Inc. --- Creating and Managing Wealth |
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This calculator is designed to help you clarify your comfort level with investment risk. Use this calculator to estimate the cost of your child’s education, based on the variables you input. Use this calculator to estimate how much income and savings you may need in retirement. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. |
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Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than CA, CO, CT, FL, KS, NC, OR, WA and WI (for FMN) or AZ, CA, CO, CT, FL, GA, IA, KS, MA, MO, NV, NC, ND, NY, OR, TX, and WA (for FMNCC). Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MA, MI, MN, MS, MO, MT, ND, NM, NJ, NY, NV, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI and VI. The information you submit on the calculator pages may not be secure. Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
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