Don't forget to take your Required Minimum Distribution!
If you are age 70 1/2 and you
haven't taken your RMD, the IRS will impose
a 50% penalty on an RMD shortfall!
Financial rule of thumb:
You should save at least 10%
of your income for retirement!
Good news! Americans are living longer!
At age 65, one of every two men will live to age 89,
and one of every two women reaching
age 65 will live to be 90!
Prepare now for a lifetime ahead of you!
(Based off the 2012 Individual Mortality Basic Table American Academy of Actuaries)
For almost 50 years Allied Wealth Partners has enjoyed a productive and successful history. Allied Wealth Partners is a team of highly motivated individuals dedicated to the financial health and well-being of our clients characterized by superb quality and service. Our strength is generated from our long-term commitment to our clients, our fellow advisors, our staff, our industry, and our communities.
Allied Wealth Partners has offices throughout the Tri-State area including, Long Island, Manhattan, and multiple offices in New Jersey. Our New Jersey offices reach a wide variety of clients from Union County, to Morris County, to Somerset County and beyond.
This is an exciting time for Allied Wealth Partners as we continue to grow, we hope to continue our success well into the future. Please look to our website and your financial advisor for updates.
From all of us at Allied Wealth Partners, thank you for your partnership and trust.
Tracking#: 1299041 DOFU: 9/2015
As securities markets, financial products, tax and estate laws, and life in general become more complicated, clients can be best served through a simplified, collaborative approach to financial lifestyle management.
When it comes to financial matters, it's easy to envision where you want to go, yet harder to figure out how to get there. Whether you're saving for retirement, investing for the future, funding a college education or reaching for any of a hundred other financial goals, we can help.
In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.
© Copyright 2015. Allied Wealth Partners