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An Ameriprise Private Wealth Advisory Practice

 
 
Anthony J Leopizzi Ameriprise Financial Advisor

Anthony J Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

 

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(914) 997-7526

anthony.j.leopizzi@ampf.com

 
 
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LEOPIZZI & ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Office Location

399 Knollwood Rd
Ste G10
White Plains, NY 10603-1944
Map Phone: (914) 997-7526

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2011. I can help you decide whether a Roth conversion is right for you.

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    License Information

    I am licensed and registered to conduct business in NY.
    Based on licenses and registrations I hold, I may also conduct business in GA, CA, NC, VA, ME, TX, MA, RI, CT, NJ, FL, PA, AZ.
    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.