SIGNATURE MONTANA | 97
Financial Advisor Financial Advisor
w w w.edwardjones.com
Member SIPC
Michael Plummer
1321 8th Ave N • Ste 101
Great Falls, MT 59401
406-727-7433
Eric Borggard, CFP
®
720 River Dr S • Ste 300
Great Falls, MT 59405
406-727-3427
Dreaming up the ideal retirement is your job.
Helping you get there is ours.
To learn more about why Edward Jones makes sense for you, call my oce today.
S
MT
a traditional I are taxable and will increase your
adjusted gross income, but withdrawals from a
Roth I will be tax-free, provided you've had your
account at least five years, and you're over the age of
59½ so that this money won't enter into your taxable
income calculations, and it won't increase the tax
you owe on your Social Security benefits. Similarly,
withdrawals from health savings accounts (HSAs)
used for qualified health expenses also won't count
toward your taxable income.
By knowing exactly what to expect from Social
Security, including the tax effects, you can more
effectively incorporate your benefits into your
overall retirement income planning – and the
beer your plans, the more you'll be able to
enjoy your life as a retiree.
TARUM
LAW OFFICE P.C.
406.268.0001
Bankruptcy
Personal Injury