Phone: 970-482-0078
Fax: 970-482-0472
Address: 1002 West Drake Rd.
Fort Collins, CO 80526

Tip of the Month

I started saving for retirement late. What can I do?
Generally you should max out your contributions to tax-favored retirement arrangements like IRAs and 401(k)s. In tax year 2009, you can put up to $16,500 in a 401(k) and $5000 in a traditional or Roth IRA.

Workers 50 and up can make a Catch-Up Contribution and put even more money into IRAs and workplace retirement plans than younger savers can-an additional $5000 to a 401(k) and $1000 to a traditional or Roth IRA.

Whatever you have, wherever you are, I can help you with the Third Half of your life.

Call me today to schedule a complimentary retirement review.

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