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Joanne Cirocco Ameriprise Financial Advisor

Joanne Cirocco

CFP®

Senior Financial Advisor

 

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Refer Me

(408) 918-5300

joanne.m.cirocco@ampf.com

 
 
Print Summary

Office Location

50 W San Fernando St Ste 900
San Jose, CA 95113-2415
Map (408) 918-5300

License Information

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct business in NJ, WA, MN, OR, FL, WY, NV, NY, AZ, TX, DE.

CA Insurance #0682246

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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