Have you considered a Roth IRA conversion? Often times when these conversions are described, they are only presented in the most flattering light. While they can be a valuable planning tool (along with a way to perhaps save on taxes in the long-run), they aren’t the right answer for everyone. In case you’re not familiar,
If you are thinking about retirement, one of the questions that will pop up sooner or later is “How am I getting paid?”. As you enter retirement, you may have a few different sources of “known income” such Social Security benefits or a pension. Along with those sources, supplemental income from your bank accounts, brokerage
Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Wozny Capital Advisors, LLC. are separate entities.
Investment advisory services are offered through Stratos Wealth Advisors, LLC, a registered investment adviser located in Beachwood, Ohio. www.stratoswealthadvisors.com.
Wozny Capital Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a registered investment advisor with the U.S. Securities and Exchange
Commission (the “SEC”) located in Beachwood, Ohio. Wozny Capital Advisors, LLC operates as a DBA branch of Stratos Wealth Advisors, LLC. More information regarding Stratos may be found at www.stratoswealthadvisors.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov. A copy of the Stratos’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this website at www.stratoswealthadvisors.com.
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