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There's Still Time to Contribute to an IRA for 2011

Posted Wed, March 7, 2012 by Greg Womack
 There's still time to make a regular IRA contribution for 2011! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2011 ($6,000 if you were age 50 by December 31, 2011). For most taxpayers, the contribution ...    view full article >>
Posted in : News |  No Comments >>
Tags : retirement , IRA , planning , retirement income , income taxes , Greg Womack , advice , Oklahoma , Oklahoma City , Edmond


All you need to know about new 401(k) plan disclosure rules

Posted Tue, February 14, 2012 by Greg Womack
As 401(k) plans have become more popular, plan participants have become increasingly responsible for making their own retirement savings decisions. The Department of Labor (DOL) has become concerned that participants in self-directed 401(k) plans (those t...    view full article >>
Posted in : News , Weekly Commentary , Market Week |  No Comments >>
Tags : 401k , retirement , investment , Greg Womack , investing , advice , Edmond , Oklahoma , Oklahoma City


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Jeri Rivera
Client Services Manager


Jeri is responsible for assuring clients receive the appropriate service and most targeted answers t...

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1366 East 15th Street
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091