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A Roth IRA distribution is qualified if you've had the account for at least five years and/or the distribution is made after you've reached age 59½, because of your total and permanent disability, in the event of your death or for first-time homebuyer expenses. Distributions made prior to age 59 1/2 may be subject to a federal income tax penalty. If converting a traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted traditional IRA contributions and on all earnings. We suggest that you discuss tax issues with a qualified tax advisor.

If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors and individual situations vary we suggest that you discuss tax issues with a qualified tax advisor.

This communication is strictly intended for individuals residing in the states of California and Kansas. No offers may be made or accepted from any resident outside the specific state(s) referenced.


 Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Mark O'Brien is a registered representative and an investment advisor representative of SFA. CA Insurance License # OF32502

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