Medicare is a national health insurance program that was started in 1965 under the Social Security Administration to help pay for a multitude of medical services.
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Have Strategic Partners to help you navigate through Medicare enrollment questions?
Offer Roth IRA Conversion Strategies?
As financial advisors, one of the strategies that we often recommend to our clients is a Roth conversion. A Roth conversion is the process of converting funds from a Traditional IRA or 401(k) into a Roth IRA.
Have a Vast Inventory of Fixed-Rate CD's that Offer FDIC Insurance?
Don’t miss out on attractive returns with a fixed-rate CD. It's a great place to park cash. If you have cash earning money market returns this is a great alternative.
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Offer Backdoor Roth IRA Solutions?
Generally, the ability to contribute to a Roth IRA is limited to individuals who earn below a certain amount of Modified Adjusted Gross Income (MAGI). However, an opportunity to add money to a Roth IRA may exist for those individuals who are eligible to make a traditional IRA contribution.
Provide annuity reviews and analysis?
An annuity is a contract between an investor and an insurance company. Annuities can help investors accumulate assets for retirement on a tax deferred basis. Annuities can also provide lifetime income, death benefits and principal protection.