If you have one more 401Ks for previous jobs, rolling it into an IRA could provide you additional benefits. Contact our team to find out if it is right for you.
Rolling your 401K into a traditional IRA and then converting it to a Roth IRA can have several advantages. Roth IRAs grow tax-free, forever, and are not subject to Required Minimum Distribution (RMD) rules. Any money withdrawn from a Roth IRA is also tax-free. To find out if this option may make sense for you, contact us today.
Unlike a 401K where participants are limited to investment options picked by the company sponsor, your investment options for a traditional are nearly endless.
Even though you have a 401K with a current employer, you may still be eligible to contribute to a Roth IRA or Traditional IRA, increasing your retirement savings.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 877-861-2261.
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Phone: 602-362-5201
Email: catherine@watermarkwealth.com
Catherine has a Bachelor’s Degree from the University of Arizona. She joined Watermark in 2020 after previously working in the Financial Service industry for over 10 years.
During this time at Watermark she has implemented several systems and procedures that have helped increase efficiency and client satisfaction. She is currently pursuing her Series 7 license in order to elevate her client and advisor services to a new level.
As a Practice Manager Catherine works to implement the the client service model by maintaining strong relationships, day to day operations, routine client account maintenance and addressing client questions or concerns at the highest level.
Catherine has lived in Arizona for over 25 years. She enjoys spending time with her family, friends and attending sporting events.