The end of 2020 is quickly approaching and, with that, comes decisions regarding your IRA and taxes that may need to be made before January 1, 2021.

Keri Fish, Chief Operations Officer of Fi Plan Partners, and CEO, Greg Powell, sit down to discuss the following things:

• 401(k) Contributions
• Charitable Contributions
• 529 Rollovers
• ROTH IRA Conversions
• IRA Withdrawals

To serve you properly and in a timely manner, please give us a call as soon as possible if any of these topics apply to you.

 

Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

Keri Fish
Chief Operations Officer 
Email Keri Fish here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

 

 

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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