Tools and Resources
Using the latest technologies and methodologies, PSA and United Capital are teaming up to deliver the best wealth management services and experience possible. The partnership brings a number of benefits to our clients, including access to the most innovative practices in investment advisory.
Financial Tip of the Month
There are new rules about IRA Rollovers for 2015 that limit a person to one Rollover per year. Investors can continue to perform transfers from one trustee to another without limitations. Consult your tax advisor for further information.
Retirement Readiness Calculator
PSA’s Retirement Readiness calculator will help you learn where you stand. In just a few minutes, you’ll find out if you are on track to retire or if you need to make some changes now to reach your goals. Learn what you need to adjust and let us help you build a path to a secure retirement.
Obtain an analysis of your current investment portfolio including its overall composition and a rating of each investment. Learn about your asset allocation, risk level, and portfolio’s performance by requesting a free analysis. Contact Larry Seiden at firstname.lastname@example.org.