EXPERTISE

If I don't tell you anything more...which bucket do you want most of your money in?

Where is it now? What percentage?

Are you happy with the percentages?

Would you like to discusss redistributing some of it?

^{Taxable, tax deferred, and tax-free refer to the tax treatment of any gains or growth from these assets. Redistribution of assets may cause tax consequences. Please consult your own professionals before making decisions related to your personal circumstances.}

^{1” Tax-free” refers to the future treatment of assets which have already been subject to income taxation before being put into an account or product. Certain interest, although exempt from federal income tax, may still be reportable to the IRS and, in certain circumstances, may be subject to the alternative minimum tax (AMT).}