Reviewing Your Investment Strategy

It would be a lot easier if investing could simply be “set and forget,” but in reality, your investment strategy should shift over time and with changing life circumstances. Otherwise, you could be missing out on market opportunities or exposing yourself to excessive risk.

One of the many ways we can work together beyond taxes is by helping ensure your strategy and situation stay in alignment. Examples of this include:

• Gaining confidence in your investment choices
• Minimizing taxes through tax-advantaged investing strategies
• Evaluating your retirement plan(s), including Social Security
• Calculating plan benefits and analyze distribution strategies
• Examining potential of Roth IRA conversions
• Advising on investment options within your 401(k), 403(b), or 457 plan
• Providing a second opinion on current plans and strategies

Although our focus has been your taxes, we can explore the above topics and more to help ensure you’re on track to meet your retirement goals. Contact the office if you’d like to schedule time to talk and please reach out any time if you have any questions.

^{For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.}

^{Converting from a traditional IRA to a Roth IRA is a taxable event.}