Stretching an IRA into Future Generations

     Over 50? Retirement Savings Strategies

     Roth IRA Conversions on the Horizon for Higher Income Taxpayers

     Your Retirement Plan—Ready to Roll(Over)?

PRESIDENT Kurt Finkbeiner, CFP 6075 East Molloy Road Syracuse, NY 13211

PHONE: FAX: E-MAIL: WEBSITE: 315.432.9890 x210 315.432.9897 kurt@kurtfinkbeiner.com www.kurtfinkbeiner.com

Securities offered through Hazard & Siegel, Inc. (member FINRA/SIPC) 5790 Widewaters Parkway DeWitt, NY 13214. Kurt Finkbeiner, CFP® is a registered representative of, and offers securities through, Hazard & Siegel, Inc. (member FINRA/SIPC).
Kurt Finkbeiner Retirement Strategies, LLC is independent of Hazard & Siegel, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 
                                                                        
                                                                            
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