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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Office: (336) 584-9955

Fax: (336) 584-0076

3120 South Church Street

Suite 102

Burlington, NC 27215

06,07,24,63,65, Insurance licenses for Life and Health, Medicare Supplement, and Long Term Care

deborah.l.grose@lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA & SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Proponent Federal Credit Union and Betty Andrews Investment Management are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Betty Andrews Investment Management, and may also be employees of Proponent Federal Credit Union.  These products and services are being offered through LPL or it's affiliates, which are separate entities from, and not affiliates of, Proponent Federal Credit Union or Betty Andrews Investment Management.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by any NCAU or any other Federal Government Agency

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Not Credit Union Deposits or Obligations

May Lose Value