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
Roth Distribution Rules: IRAs vs. Plans
By Andy Ives, CFP®, AIF® IRA Analyst The foundational premise of a Roth IRA and a Roth 401(k) is the same – after-tax dollars go into the Roth account (either via contribution or conversion), and eligible earnings are tax-free. Pretty easy. But when it comes to...
IRS Issues Guidance on Trump Account Employer Contributions
By Ian Berger, JD IRA Analyst Recent IRS guidance confirms that any employer that wishes to make employer contributions to Trump accounts must comply with several administrative requirements. Especially for small employers, these requirements are likely to be...
GET YOUR FREE COPY NOW!!!
