Paul Mazarac - Ameriprise Financial Advisor

03/12/2024

Come check out Argent Wealth Management for a free coffee and a free financial consultation!

01/23/2024

Argent Wealth Management

11/11/2023

Thank you to the heroes who have served our country with courage and dedication. We are forever grateful.

10/31/2023

Have a spooktacular Halloween full of sweets and treats! How are you celebrating the day?

10/24/2023

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

10/23/2023

Taxes tend to be the biggest expense for people every year.

I made a year-end checklist to help with you tax strategies.

Topics:

-Investment and income tax strategies

-Retirement planning

-Gifting strategies

-Personal residence and mortgage itemization

-Planning for the upcoming year

Here is the link for it!

https://bit.ly/4735nnU

10/02/2023

In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.

09/23/2023

Happy Fall! What’s your favorite autumn activity?

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.

09/04/2023

Wishing you a day of leisure and relaxing downtime. You’ve earned it! How are you spending the day?

08/25/2023

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

07/26/2023

Understanding Roth IRA conversions

If you are focusing on saving and investing, you may want to consider converting assets in a traditional IRA or eligible workplace plan, such as a 401(k), to a Roth IRA.

In some circumstances, a Roth IRA conversion may have a positive impact on your financial future and the future of your beneficiaries.

In this article:

✅What is a Roth IRA conversion?
✅Should I convert pre-tax assets to a Roth IRA?
✅Tax-free Roth IRA distributions.
✅401(k) conversion to a Roth IRA.
✅Roth IRA conversions during market declines.
✅After-tax Roth IRA conversions.

When should you consider a Roth IRA conversion? Learn more from Ameriprise Financial