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Stephen Carter Ameriprise Financial Advisor

Stephen Carter

CFP®, MBA, CEP

Financial Advisor

 

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(512) 986-5569

stephen.a.carter@ampf.com

 
 
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Office Location

921 W New Hope Dr, Ste 203 & 204
Cedar Park, TX 78613-6784
Map (512) 986-5569

License Information

I am licensed and registered to conduct business in TX.

Based on licenses and registrations I hold, I may also conduct business in IN, LA, MI, WY, CA, FL, WI, NE, AK, AZ, CO, NC, OK, VA, PA, NY.

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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