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About Us
Our Process
Education
Client Resources
Contact
Disclosures

Roth Conversions

In this edition of The Rundown, we dig deep into Roth Conversions, citing when and where they could be used to minimize your lifetime taxes paid.

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Phone: 866.211.1904
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Investment Adviser Firm Summary

Corporate Office

38695 W. Seven Mile Road, Suite 125
Livonia, MI 48152

Ann Arbor

1310 S. Main Street, Suite 15
Ann Arbor, MI 48104

Bloomfield Hills

36800 Woodward Avenue, Suite 101
Bloomfield Hills, MI 48304

Columbia

3622 Endeavor Avenue, Suite 113
Columbia, MO 65201

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Strategic Investment Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Strategic Investment Advisors, Inc, an SEC Registered Investment Advisory Firm. (Registration does not imply a certain level of skill or training.) Insurance products and services are offered through Senior Planning Advisors. Strategic Investment Advisors, Inc. and Senior Planning Advisors are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Strategic Investment Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Strategic Investment Advisors, Inc, an SEC Registered Investment Advisory Firm. (Registration does not imply a certain level of skill or training.) Insurance products and services are offered through Senior Planning Advisors. Strategic Investment Advisors, Inc. and Senior Planning Advisors are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC-insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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