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This material is provided courtesy of Financial Services of America and contains general information to help you understand basic financial planning strategies.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.
Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Investment Adviser Representatives offer investment advisory services through FSA Advisors, Inc., (FSAA). Registered Representatives offer securities through AE Financial Services (AEFS) Member FINRA, SIPC.
Annuity and Insurance Products offered through Financial Services of America. FSA, AEFS and FSAA are separate entities which are each independently owned and operated.
Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. FSAA is not affiliated with the U.S. government or any governmental agency. FSA has a strategic partnership with estate planning attorney Benjamin Vader, PLLC. FSA may refer clients and prospects to local attorneys for estate planning services if needed.
This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that FSAA and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 2705400-2/23