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Planning your financial future is one of the most important steps you will ever take. Take that first step by contacting us today. You can be assured of a quick response.

Special Offer

In our initial meeting, you will receive a 15 point comprehensive financial evaluation.  In addition, you can receive a copy of Bob's highly acclaimed article published in Stocks, Futures, Options magazine "The Key to a Comfortable Retirement".

Answer to the Test Your Knowledge Quiz

See the Quiz Question on our Home Page

Answer:

The current tax law allows one earning wages to contribute both to a 401k and an IRA. You may contribute up to the maximum in a 401k which can be $16,500, if under the age of 50, and $22,000 if age 50 and over, subject to discrimination rules.  You may also invest up to 100% of earned wages or $5,000 if under age 50 or $6,000 if age 50 and over.  Depending on your tax, the IRA may or may not be tax deductible.

Our firm is known to help teach financial concepts to people without talking down to them.  We take each question seriously.  Our 25 years of teaching experience allows us to explain concepts in easy-to-understand terms.