Moving 401(k) Assets Agawam MA
Rolling over 401(k) assets to an IRA incorrectly can cost you or your heirs a bundle in unexpected taxes and penalties. When you leave a job, you have to decide what to do about your company retirement plan -- and you have four options.
Richard Chase
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA
Richard Chase
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA 01144
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS
Data Provided by:
Richard Chase
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA
Richard Chase
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA 01040
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS
Data Provided by:
John Perkins
John Perkins
(413) 303-0422
38 Mulberry Street, Suite 104 PO Box 487
Northhampton (Leeds), MA
John Perkins
John Perkins
(413) 303-0422
38 Mulberry Street, Suite 104 PO Box 487
Northhampton (Leeds), MA 01053
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Mr. Frank Carrazza Jr., CFP®
(413)781-2520
1500 Main St Ste 1508
Springfield, MA
Mr. Frank Carrazza Jr., CFP®
(413)781-2520
1500 Main St Ste 1508
Springfield, MA 01115
Firm
Frank Carrazza Financial Plann
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Patrick Willcutts, CFP®
(413)736-1166
PO Box 15429
Springfield, MA
Patrick Willcutts, CFP®
(413)736-1166
PO Box 15429
Springfield, MA 01115
Firm
Morgan Stanley Smith Barney
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Douglas Wheat
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA
Douglas Wheat
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA 01144
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Medical Professionals, Estate & Generational Planning Issues, Socially Responsible Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Douglas Wheat
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA
Douglas Wheat
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA 01040
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Medical Professionals, Estate & Generational Planning Issues, Socially Responsible Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Mr. David Fedor, CFP®
(413)726-9044
50 Yarmouth Dr
Agawam, MA
Mr. David Fedor, CFP®
(413)726-9044
50 Yarmouth Dr
Agawam, MA 01001
Firm
Fedor Financial Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Charles Alvanos, CFP®
(413)821-9380
1349A Springfield St
Feeding Hills, MA
Mr. Charles Alvanos, CFP®
(413)821-9380
1349A Springfield St
Feeding Hills, MA 01030
Firm
Ameriprise Financial Services,
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Brendon Hutchins, CFP®
(413)733-5111
PO Box 15649
Springfield, MA
Mr. Brendon Hutchins, CFP®
(413)733-5111
PO Box 15649
Springfield, MA 01115
Firm
St. Germain Investment Managem
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
