Financial Expertise
Ray Greenberg, CFP®
Phone: 215.355.6100
rsg@financialexpertise.com

Tax-Sensitive
Financial and Retirement Planning


Family protection, tax planning, retirement planning and estate conservation strategies should be top priorities for individuals and families of all ages and income ranges.

We welcome the opportunity to help you ensure you have created a financial plan that insures the present for a secure future.

Latest Video Client Alert
Newsletters
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
PreviousNext
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  Go to Google+  
 
 
 This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues. Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., A Registered Broker-Dealer, Member FINRA/SIPC. Financial Expertise is independent of ProEquities, Inc.