Rick Martinez - Ameriprise Financial Advisor

Rick Martinez - Ameriprise Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC
Martinez & Vukonich
A financial advisory pract

Please visit https://www.ameriprise.com/social for
important rules and disclosures about how you and I can
interact on social media.

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use t...
11/08/2023

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can ...
11/03/2023

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or househol...
10/31/2023

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for...
10/28/2023

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for today and tomorrow:

1. Contributions offer an immediate tax deduction
2. Earnings grow tax-deferred
3. Withdrawals used to pay qualified medical expenses are tax-free

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) ma...
10/27/2023

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

Do you know the tax benefits of 401(k)s?bit.ly/3RK0Z8Y
10/23/2023

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

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 5...
10/19/2023

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

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxabi...
10/16/2023

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

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best p...
10/13/2023

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

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...
10/10/2023

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 possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the a...
10/07/2023

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

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
08/25/2022

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

Address

2425 S Stearman Drive
Chandler, AZ
85286

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Rick Martinez - Ameriprise Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Rick Martinez - Ameriprise Financial Advisor:

Shortcuts

Share

Category