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An Ameriprise Private Wealth Advisory Practice

 
 
Matthew R Rotella Ameriprise Financial Advisor

Matthew R Rotella

CFP®, CRPC®

Private Wealth Advisor

We shape financial solutions for a lifetime.®

 
 
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BURKLOW, ROTELLA & ASSOCIATES

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


Office Location

73 Newark Pompton Tpke
FL 2
Riverdale, NJ 07457-1426
Map Phone: (973) 616-8020 Fax: (973) 616-7620

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.

Your retirement puzzle

These days, it's not unusual for retirement to last 20-30 years - or even longer. That means you'll need to create a secure income for yourself that will be there for you as long as you need it. I'd like to share a short video with you that I think you'll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it.

Visitriversource.com/puzzle to view "How do you solve your retirement puzzle?" After you've watched the video, contact me and we'll talk about how this income solution might fit into your retirement plans.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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    License Information

    I am licensed and registered to conduct business in NJ.
    Based on licenses and registrations I hold, I may also conduct business in CT, CA, ME, MA, OH, MD, RI, GA, MI, VA, FL, NY, VT, TX, AZ, MO, PA, NH, NC, SC, CO.
    • Ameriprise Financial cannot guarentee future financial results. Client experiences may vary.
    • 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.