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Eric Kaplan Ameriprise Financial Advisor

Eric Kaplan

Financial Advisor

 

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(561) 226-5826

Eric.A.Kaplan@ampf.com

 
 
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Office Location

2650 N Military Trail, Ste 350
Boca Raton, FL 33431-6389
Map (561) 226-5826

License Information

I am licensed and registered to conduct business in FL.

Based on licenses and registrations I hold, I may also conduct business in MA, AZ, DC, MI, NY, CT.

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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  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.
  • 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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