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Welcome to Franz Tatum Wealth Management |
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A balance sheet summarizes your assets and liabilities and reveals your net worth. This calculator can help you determine whether you should consider converting to a Roth IRA. Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Use this calculator to determine whether you qualify for the different types of IRAs. |
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34220 Gateway Drive, Ste. 100 Phone: 760.770.2003 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Franz Tatum Wealth Management are Registered Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Franz Tatum Wealth Managementand NPC are separate and unrelated companies.