ABOUT US
Andrea & Don Ames Financial Advisors
“In God We Trust”
Preserving Your Assets
With over 50 years, my expertise in wealth management and insurance solutions has been steadfast in securing our client’s financial legacies. My team’s ability to maintain high customer retention rates stems from a personal approach to financial advisory services, ensuring each client receives a strategy tailored to their unique needs.
Specializing in tax-efficient strategies and protective measures, we provide peace of mind to businesses and high-net-worth individuals, empowering them to safeguard assets for future generations. Our commitment to offering financial independence is the cornerstone of the values we deliver, as we consistently prioritize the well-being of our clients and their families.
People ask:
How are qualified retirement plans taxed?
What are the main types of qualified retirement plans?
What is the difference between a qualified and non-qualified retirement plan?
How do taxes affect retirement planning? What is the difference between an IRA and a qualified retirement plan?
What is an example of a qualified plan?
What are the IRS limits for a qualified retirement plan?
At what age is Social Security no longer taxed?
What type of retirement plans are not taxed as ordinary income?
Email us at: donames148@gmail.com or andreaames512@gmail.com