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Disclosures
Investment advisory services offered through Elite Income Advisors, Inc. The firm only conducts business where it is properly registered or exempt from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
All investment and insurance strategies have the potential for profit or loss. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Insurance and annuity products are sold separately through Retirement Planning Services, Inc.
Neither Elite Income Advisors, Inc. nor Retirement Planning Services, Inc. is engaged in the practice of law or accounting. Estate planning and tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Income tax, estate planning, and Social Security rules are subject to change at any time.
Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the content provider on the date of publication or broadcast and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities discussed.
Photos of individuals are used for the singular purpose of enhancing the videos and the website. None of them are photographs of current or former clients.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark.
A Roth conversion may not be suitable for your financial situation. The primary goal when converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. Conversion decisions are based on tax brackets in place now. Roth IRA contributions are made with after-tax money. No tax deduction arises in the year when contributions are made. No account earnings, if any, may be withdrawn until at least five years have passed since the first contribution.
