Eighty-hour weeks and Saturdays in the office have taken you far. Now it’s time to enjoy looking back on the legacy you created and making sure it endures.
Your 360 Financial Advisor will help ensure that your financial footprint makes a significant impression on the people and institutions you hold dear. We’ll help you take advantage of income tax and estate tax laws, so you can rest easily knowing those you love are taken care of.
To make your legacy last for generations, contact us today.
To schedule an appointment with Carl Strozyk, please call us today at 410.893.2100 or submit the brief form below and we'll contact you directly.
"Thank you for your interest in 360 Financial Group. I look forward to learning more about your business goals."
-Carl Strozyk, President
News You Can Use
i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader
As part of its August issue, i95 Business shined a spotlight on Harford County business leaders, and Carl Strozyk of 360 Financial Group is honored to be chosen.
Click here to see the full article on page 49: http://i95business.com/2017/08/partners-financial-journey/
Can I roll my traditional 401(k) account balance over to a Roth IRA?
Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA, as long as you meet certain requirements.*
First, you must be entitled to a distribution from your plan. While you can always access your account when you terminate employment, in some cases you may be able to withdraw your own ...
What is a rollover IRA, and do I need one?
Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."
When you roll funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Of course, you can transfer those dollars ...