Skip to main content

Wealth Management Logo

Wealth Management Logo

  • Home
  • About 
    • About Us
    • About Phil Putney
    • Why Hire a CPA/PFS?
    • About Ed Slott’s Elite IRA Advisor Group
  • What We Do 
    • Financial Planning
    • Income Planning
    • Advanced Tax Planning
    • Investment Planning
    • Legacy Planning
    • Risk Management
    • Client Organizer
  • Resources 
    • Phils Podcast
    • Client Login - My AFS
    • Client Login - TD Ameritrade
    • Downloads
    • FAQs
    • Fiduciary vs. Broker
    • Recommended links
    • Upcoming Events
  • Events
  • Contact 
    • Join a meeting
    • Schedule an Appointment
    • Secure File Upload

    You are here

  1. Home
  2. IRA

IRA

Where Can I Buy A Stretch IRA?—Nowhere

Submitted by AFS Wealth Management on April 27th, 2015

blog-6.jpgI find the financial industry to be riddled with terminology designed to confuse the general population. With acronyms that no one can explain, multiple terms all meaning the same thing, and names that appear to be pulled from thin air, it can seem like the financial world is speaking a totally different language.

Tags:
  • Beneficiary Planning
  • Estate Planning
  • IRA
  • Legacy Planning
  • Required Minimum Distribution
  • Stretch IRA
  • Read more

Don’t Be ‘Ridiculous’

Submitted by AFS Wealth Management on April 6th, 2015

blog-7.jpgThe other day while I was driving, I thought about a recent report I read concerning Americans and their IRAs. According to the TIAA-CREF annual survey on individual retirement accounts and Americans’ savings habits, only 8 percent responded that making contributions to their IRA is a priority with their retirement savings. This is probably because the #1 motivation for saving money relates to short-term expenses—like housing, appliances or a car—rather than saving for retirement.

Tags:
  • IRA
  • Misinformation
  • Retirement Plan
  • Taxes
  • Read more

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 248.888.7530
Fax: 248.888-7535
Toll Free: 888.805.7530

Email: pputney@afswealthmgt.com

22029 Farmington Rd, Farmington, Michigan 48336

Get Directions

facebook.png  twitter.png  linked-in.png  linkedin2.png  youtube.png

Join a Meeting

Schedule an Appointment

Contact us

Fill out the form below and we'll be in touch.

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer

© 2021 AFS Wealth Management. All rights reserved.

Website Design For Financial Services Professionals