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Pension & Wealth Management
Pension & Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and preserve our clients' wealth by delivering a comprehensive level of personalized service. 
Newsletters
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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 800 South St.
Suite 390, Waltham, MA 02453
Phone: (877) 683-3580   Fax: 1 (800) 616-5532   Email: info@pensionwealth.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

* Securities and investment advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. Neil McInnis also offers investment advisory services through Pension and Wealth Management Advisors (Pension Wealth Management), a registered investment advisor not affiliated with Royal Alliance Associates Inc. 



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, DC, FL, ME, MD, MA, MI, MS, NH, NJ, NY, OK, PA, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.
 


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