Did you know that your spouse can still contribute to an IRA even if they don’t have a job? Spousal IRAs are a valuable retirement savings tool that many people overlook. Find out how they work and how they can benefit your family in the article below. #RetirementPlanning #SpousalIRA #SFAWealth https://lnkd.in/eWUSsfxR
关于我们
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry-free” retirement. At SFA Wealth and Senior Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
- 网站
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https://www.sfawealth.com
SFA Wealth Management, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Murfreesboro，Tennessee
- 类型
- 自有
- 创立
- 2006
- 领域
- Life Insurance、Annuities、Managed Money、Income Planning、Tax Planning、Social Security Planning、Estate Planning和Medicare
地点
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主要
获取路线
4019 Luke Ct
Suite B
US，Tennessee，Murfreesboro，37128
SFA Wealth Management, LLC员工
动态
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As the year comes to an end, it's the perfect opportunity to evaluate your retirement strategy. Our latest blog discusses how Roth conversions can significantly impact your tax planning. Read more below to discover insights that could enhance your financial future. #TaxStrategy #YearEndPlanning #FinancialWellness #WealthManagement #SFAWealth https://lnkd.in/enaZaGJH
End-of-the-Year Tax Planning:Why Now is the Perfect Time for a Roth Conversion - SFA Wealth
https://sfawealth.com
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Are you up-to-date on the latest changes to RMDs? The IRS recently adjusted RMD calculations, which could impact your year-end planning. #Kiplinger explains what you need to know about the 2024 updates and their potential tax implications. #RetirementPlanning #RMDs #TaxPlanning #SFAWealth https://lnkd.in/e-rDkXwB
What You Need to Know About Calculating RMDs for 2024
kiplinger.com
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Long-term care planning isn’t just about you—it’s about making things easier for those you love. Preparing today means less worry tomorrow. Contact us to start your plan. #LongTermCare #FamilyFirst #SFAWealth #FuturePlanning https://lnkd.in/eZSVuQPY
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Ever wonder what goes into a custom retirement plan? Our team starts with five key areas to help you feel prepared for retirement. Learn more on our website. #PlanAhead #RetirementGoals #FinancialPlanning #SFAWealth https://lnkd.in/e2TeNKD9
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Today, on National Philanthropy Day, we celebrate the incredible impact of generosity. From individuals to organizations, every act of giving helps shape a better world. At SFA Wealth, we understand that true philanthropy goes beyond donations—it’s about creating a lasting legacy. If you’re passionate about a cause, let’s explore how a strategic wealth management plan can amplify your charitable impact while aligning with your long-term financial goals. Together, we can make a meaningful difference. #LegacyOfGiving #FinancialImpact #SFAWealth #PhilanthropyDay
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Planning for retirement is like planting a tree—the best time was 20 years ago, but the second-best time is now! #RetirementWisdom #RetirementPlanning #FinancialWisdom #SFAWealth https://sfawealth.com/
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Today, we honor all who have served. Thank you, veterans, for your commitment and sacrifice. #VeteransDay #ThankYouVeterans #SFAWealth
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It’s never too early—or too late—to start planning for the retirement you deserve! Reach out to SFA Wealth, and let’s work together to create a strategy just for you. #RetirementPlanning #PlanAhead #SFAWealth https://lnkd.in/eZSVuQPY
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Ready for tax season? Let’s make sure you’re prepared with a strategy that maximizes your opportunities for tax efficiency. Contact us today to learn more! #TaxPlanning #YearEndStrategy #SFAWealth https://lnkd.in/eZSVuQPY
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