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Michele Hartman Ameriprise Financial Advisor

Michele Hartman

Financial Advisor

 

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(408) 988-5450

michele.a.hartman@ampf.com

 
 
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Office Location

3130 De La Cruz Blvd, Ste 128
Santa Clara, CA 95054-2439
Map (408) 988-5450

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 CO, NV.

CA Insurance #0D54324

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 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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