Tips & Reminders
Roth IRA Conversions
Beginning in 2010, the AGI Limit of $100,000 on conversions of traditional IRAs to Roth IRAs is eliminated. The conversion is treated as a taxable distribution and taxed as ordinary income at your marginal tax rate. A Roth IRA grows tax free, and distributions after age 59 ½ are tax free. Read more...
Financial Services
At Muckel Anderson Financial Services, we provide our clients with peace of mind. We dedicate the time to truly get to know our clients’ unique needs, and devote all of our experience and resources to develop customized wealth care solutions.
Our clients rely on us to be their trusted advisors, and we earn that trust by providing honest, unbiased advice focused on achieving their long-term financial goals.
We begin by completing what we call a "financial physical" to help us ascertain what your current financial health looks like compared to your goals. From investment planning and income protection to estate planning and debt management, we help you arrive at a comprehensive picture of your financial situation and devise a plan of action.
Our financial services team is fully licensed and ready to help you address every area of your wealth care plan.
- Business Planning
- Debt Management
- Education Planning
- Estate Planning
- Income Protection and Asset Preservation
- Insurance
- Investment Planning
- Retirement Planning
- Special Situations
- Tax Planning
Butch Anderson
Mike Klaich
Jenny Boland, Financial Advisor
Disclosure
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of Alabama, Arizona, California, Idaho, Illinois, Nevada and Washington. This is not an offer to sell securities in any other state or jurisdiction.