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Jeff D Shamis Ameriprise Financial Advisor

Jeff D Shamis

CFP®

Financial Advisor

 

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(352) 331-0313

jeff.d.shamis@ampf.com

 
 
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Office Location

250 B1 NW 76th Drive
Gainesville, FL 32607-6668
Map (352) 331-0313

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 VA, NC, CA, CO.

CA Insurance #0C94054

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.
  • 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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