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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Fax: 317-882-5981

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Greenwood, IN 46142

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Carmel, IN 46280

Toll Free: 317-882-7675

Fax: 317-882-5981

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Advisory Services offered through Financial Plans & Strategies, LLC., a SEC registered investment adviser. For information pertaining to the registration status of FPS, please contact FPS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).

No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Be sure to consult with a FPS adviser and/or a tax professional before implementing any strategy discussed herein.

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