Ameriprise Financial, Practice of Bob Polston

Ameriprise Financial, Practice of Bob Polston Financial Advisor with Ameriprise Financial Services, LLC

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If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the a...
11/16/2023

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y

11/15/2023

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s conne...
11/12/2023

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best p...
11/09/2023

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxabi...
11/05/2023

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 5...
11/02/2023

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y

Do you know the tax benefits of 401(k)s?bit.ly/3RK0Z8Y
10/30/2023

Do you know the tax benefits of 401(k)s?
bit.ly/3RK0Z8Y

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) ma...
10/27/2023

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y

09/23/2023

Happy Fall! What’s your favorite autumn activity?

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
09/22/2023

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

09/14/2023

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment.

Retirement is a time you can discover something new. What will you explore in retirement?
09/12/2023

Retirement is a time you can discover something new. What will you explore in retirement?

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4239 Flagstaff Cove
Fort Wayne, IN
46815

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