STRATEGIES FOR THE
DAYS AHEAD.
goals and needs. Our primary focus is to help protect our client’s principal and earned
interest, while providing income that they can never outlive.
FUTURE, KNOWLEDGE IS THE CRITICAL
FIRST STEP.
YOU IN THE FINANCIAL KNOW.
Welcome To AIM Safe Money Advisors Website
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Insurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Downloads
AIM Safe Money Advisors Downloads
Educational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.
CONTACT AIM SAFE MONEY ADVISORS
AIM SAFE MONEY ADVISORS BLOG
Five Things to Know about the Five-Year Rule on Converted Roth Funds
By Sarah Brenner, JD Director of Retirement Education If you are under age 59½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for penalty-free distributions of converted funds. Not understanding how the rule...
Combining Retirement Accounts and Roth Conversions: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: I have a new client who has an old SEP IRA as well as a traditional IRA with funds that were rolled over from his 401(k) plan. Can we combine these two accounts? Answer: Yes. These accounts can be...
GET YOUR FREE COPY NOW!!!
