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An Ameriprise Private Wealth Advisory Practice

 
 
Kathleen Thomas Ameriprise Financial Advisor

Kathleen Thomas

CFP®, CLU®, CIMA®

Private Wealth Advisor

We shape financial solutions for a lifetime.®

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(603) 758-1072

kathleen.m.thomas@ampf.com

 
 
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THOMAS & ASSOCIATES

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

Office Location

1 Park Ave
Ste 4
Hampton, NH 03842-2113
Map Phone: (603) 758-1072 Fax: (603) 758-1071

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 NH.
    Based on licenses and registrations I hold, I may also conduct business in CA, MD, RI, FL, AZ, SC, VT, MA, AK, NC, ME.

    CA Insurance #0E35334

    • 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.