Skip to content
main-logo
MENU
  • Home
  • Your Team
  • Services
    • Financial Services
    • High Net Worth
  • Events
  • Resources
    • Podcast
    • Blogs
    • Books and Guides
    • Weekly Updates
  • Contact
MENU
  • Home
  • Your Team
  • Services
    • Financial Services
    • High Net Worth
  • Events
  • Resources
    • Podcast
    • Blogs
    • Books and Guides
    • Weekly Updates
  • Contact

Posts Tagged ‘roth conversion explained’

October 30, 2023 Weekly Update

By angelicacomahig | October 30, 2023

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

Read More

Roth IRA – 5-Year Rule – Part 2 with Denise Appleby

By angelicacomahig | October 30, 2023

In our last podcast (read the blog here), we dove right into one of the most common questions our clients and listeners have: Roth IRAs and the 5-year rule. Well,…

Read More

Recent Posts

  • Market Update and Tax Efficient Portfolio Management
  • 4th Quarter 2025 Economic Update
  • How Annuities Fit into Retirement
  • The Benefits of Life Insurance: Tax Planning, Legacy, Long Term Care 
  • Why Estate Planning Isn’t Just for the Ultra Wealthy 

Recent Comments

No comments to show.

Let's Build Your Peace of Mind Roadmap™ Together

You deserve a retirement that’s stress-free, predictable and well-planned. Take the first step along your Peace of Mind Pathway™ by scheduling your no-obligation, 15-minute introductory call.

Let's Visit
main-logo-white
MENU
  • Home
  • Your Team
  • Services
    • Financial Services
    • High Net Worth
  • Events
  • Resources
    • Podcast
    • Blogs
    • Books and Guides
    • Weekly Updates
  • Contact

Raleigh Office:
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
Get Directions

Chapel Hill/Durham Office:
1414 Raleigh Road
Suite 125
Chapel Hill, NC 27517
Get Directions

Contact:
Email: info@pomwealth.net
Phone: 919.787.8866
Fax: 919.944.4177

Connect

Facebook 30x30
LinkedIn 30x30
Insta 30x30
Youtube 30x30
brokercheck

Investment Advisory Services provided by POM Investment Strategies, LLC., dba Peace Of Mind Wealth Management.

Privacy Policy | Terms of Use | Disclosures | Form CRS

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Call Now Button