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An Ameriprise Platinum Financial Services® Practice

 
 
Charles Beynon Ameriprise Financial Advisor

Charles Beynon

CFP®, ChFC®, CLU®, CRPC®, CMFC®

Financial Advisor

 

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Refer Me

(617) 242-4436

charles.m.beynon@ampf.com

 
 
Print Summary

Office Location

124 Main Street
Suite 201
Charlestown, MA 02129-3509
Map (617) 242-4436

License Information

I am licensed and registered to conduct business in MA.

Based on licenses and registrations I hold, I may also conduct business in ME, CT, GA, NC, NY, WA, CO, SC, NJ, FL, CA, MD, PA, AZ, TX, KS, NH, OH, VA, RI, KY.

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 2010. I can help you decide whether a Roth conversion is right for you.

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  • 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.
  • 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.

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