ProWealth LLC

ProWealth LLC Protection. Retirement. Opportunity is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

Paul Habib is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Paul Habib is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Eagle Str

ategies LLC is a New York Life Company. Paul Habib is not licensed in all jurisdictions. Licensed in CA – 0N10117
Licensed in AZ - 17860741

Neither ProWealth LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. ProWealth LLC is not owned or operated by New York Life Insurance Company or its affiliates.

201 Jones Road, Waltham, MA 02451.
857-334-2575

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success

11/19/2021

Are you looking to buy a loved one a gift that will truly impact a child's future, and not another toy that will be tossed to the side in a week!

Parents, Grandparents, Aunts, Uncles, Godparents, neighbors!

529 plans are a great gift for any loved one!

529 plans are also great tools for estate planning and gifting planning for those who are trying to lesson their estates as they get older!

So many great options! From $50 to $15,000
Let's set up a time to talk about this great opportunity to save money for a loved ones future!

#529

11/11/2021

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11/05/2021

Starting in 2022, the maximum contribution that individual U.S. taxpayers can contribute to their 401(k) plans will increase to $20,500, up from $19,500 for 2021 and 2020.

Time in the market is so important. Starting young will put you in a great position for your early retirement!
10/21/2021

Time in the market is so important. Starting young will put you in a great position for your early retirement!

📢📣 Business Owners 📣📢If you want to FUND a SIMPLE Plan for tax year 2021 it NEEDS to be OPENED by 10/1/2020 – Employee w...
09/24/2021

📢📣 Business Owners 📣📢

If you want to FUND a SIMPLE Plan for tax year 2021 it NEEDS
to be OPENED by 10/1/2020 – Employee will have until 12/31
to get their money in and the Employer will have until 4/15/2022
to get their match in
$13,500 – Contribution Limit - 2021
$16,500 – Catch-Up Limit for age 50 and over

If you want to FUND a SEP-IRA Plan for tax year 2021 it NEEDS
to be OPENED by 12/31/2020 – Employer will have until 4/15/2022
to make their contribution – NO employee contribution to a SEP
$58,000 – Max Contribution Amount - 2021
$290,000 – Max Compensation Considered
25% - Max contribution percentage allowed

09/21/2021

Live tomorrow! The debt series continues. See you tomorrow

09/20/2021
20 years has come and gone since 9/11/2001 We will that day, and our hearts will forever be with those who we lost and...
09/11/2021

20 years has come and gone since 9/11/2001 We will that day, and our hearts will forever be with those who we lost and their families.

#911

Address

201 Jones Road
Waltham, MA
02451

Telephone

+18887765521

Website

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