Make Your Tax Refund Work for You!
Contributing to an Individual Retirement Account (IRA) is one of the easiest and best opportunities for saving for retirement and receiving special tax privileges.
There’s an IRA that’s right for almost everyone. Depending on your income level and personal circumstances, you may qualify for one!
Call Anthony Sce’ III, CFP® AIF ® to discuss your options.
515 Johnson Avenue, Suite 201
Bohemia, NY 11716
Ph: (631) 563-8433
Fax: (631) 563-7706
Securities and Advisory Services offered through
United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC.
Executive Insurance & Financial Services and United Planners are not affiliated
Confidential Communication: This transmission is intended only for the individual or entity to which it is addressed and may contain information that is privileged. If the reader of this communication is not the intended recipient, or its employee, or agent responsible for delivering the communication to the intended recipient, you are notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by phone and return the original communication to us at the above address via the U.S. Postal Service. Thank you.