FOUNDATIONS INVESTMENT ADVISORS - Key Persons
A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies.
While Marc helps their clients retire, Samantha manages everything behind the scenes as the office manager, and it's no small task "I pretty much do a little bit of everything," Samantha said. "I order office supplies, I pay bills, and then I also complete and process all the applications for financial planning clients." With the goal being to make communication easy for the clients we work with, I'm happy to schedule appointments over zoom, in person, over the phone, or at your residence. Contact me to schedule your appointment. I'm also happy to answer any questions or concerns you have about processes in our office.