Michael P. Smeltzer & Associates

Michael P. Smeltzer & Associates A financial advisory practice of Ameriprise Financial Services, LLC

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10/31/2023

Have a spooktacular Halloween full of sweets and treats! How are you celebrating the day?

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the a...
10/30/2023

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y

10/26/2023

As we enter the final quarter of 2023, Ameriprise Financial experts reflect on recent market and economic developments and share their insights on what investors can look for in the coming months.

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s conne...
10/26/2023

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies...
10/24/2023

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best p...
10/23/2023

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxabi...
10/19/2023

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans...
10/16/2023

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 5...
10/16/2023

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y

Do you know the tax benefits of 401(k)s?bit.ly/3RK0Z8Y
10/13/2023

Do you know the tax benefits of 401(k)s?
bit.ly/3RK0Z8Y

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) ma...
10/12/2023

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y

Address

18 W. State Street
Athens, OH
45701

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Telephone

+17405941300

Website

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