Fielder Financial Management

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Tax-Qualified Pension Plans come in many shapes and sizes. There are Employer-plans like 401k's, SIMPLE, 403b and SEP's - and - Individual-plans like IRA's, Roth IRA's, Solo 401k's.

Rollover options apply to each.

Although each has its own set of rules and allowances, the one common thread they do share is the potential to help you save for your retirement on a tax-advantaged basis.

See what might be suitable

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2020 marks our 35th Anniversary of serving investors across the nation. Thank You !

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Fixed-Yield Guarantees with Tax Deferred Growth

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College Funding with Tax Advantages - High contribution limits

Legal Disclosure: Securities offered through Fortune Financial Services, Inc., member FINRA, SIPC. Check the background of this Investment Professional at FINRA's Broker Check. Fielder Financial Management, Ltd. not affiliated with Fortune Financial Services, Inc., Mark Fielder, Financial Professional, CA. Insurance Lic. # 0690576. The following forums and related discussions are not meant as legal advice. The descriptions of the investment strategies, concepts and products as represented are generalized. The information provided highlights our understanding of the current tax laws. Tax laws will and do change. Please consult with your own tax advisor. Throughout this site the navigator will find references to "variable" type products. A variable product is a security. Securities are offered by a prospectus only. For more complete information about variable annuities, mutual funds and variable life, including charges and expenses, obtain a prospectus by calling 1-800-480-7526. Read it carefully before you invest or send money. Investment return in a security is NOT guaranteed. Principal value of an investment in a security WILL fluctuate and, when redeemed, may be worth more or less than the original cost basis. These programs are NOT government-insured plans. Some products and services may not be available in all states. See Client Relationship Summary; available for download here.