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
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Our primary goal is keeping our clients’ money safe from volatile and risky investments.
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Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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AIM SAFE MONEY ADVISORS BLOG
529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Our client has funds left over in her 529 plan. She is not working. Can she roll over the 529 dollars to a Roth IRA? Does she need earned income? Can you do it as a spousal Roth contribution? Thanks, Mary ANSWER: Mary,...
Form 8606 and the Pro-Rata Rule: Not the End of the World
By Andy Ives, CFP®, AIF® IRA Analyst If a person has after-tax (non-deductible) money in any traditional IRA, SEP or SIMPLE IRA, then the pro-rata rule is just something that needs to be dealt with. But pro-rata is not the end-of-days hurdle that many people perceive...
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