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Now is a great time to invest in yourself. If you are eligible to put funds into a ROTH IRA, the market has given you a great opportunity to invest longterm. Open an account online with us today! Click 'Open Account Now' to get started.

Ernie Renner

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Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.

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707-303-7000

765 Baywood Drive Ste. 147  | Petaluma, CA 94954

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through SLR Asset Management, LLC, a registered investment advisor. SLR Asset Management, LLC and SLR Financial are separate entities from LPL Financial.

 

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. 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. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

 

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