Our Founder & President Paul Saganey knows just how valuable converting a traditional individual retirement account or employer-sponsored 401(k) plan to a tax-free Roth IRA can be. He notes investors should be aware that, “Roth conversions right now are on sale.” Via Lynnley Browning, Financial Planning
Year-end tax strategies acquire a twist
Lynnley Browning
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Integrated Partners has a new face in its C-suite. Andree Mohr was promoted to serve as president, effective in late April.
Integrated Partners Snags $185M New Hampshire Team From Ameriprise – wealthmanagement.com
Integrated Partners and Wright, Ford, Young & Co. Team up to Unveil WFY Wealth Management – businesswire.com
Integrated Partners reports milestone year, with $3B in assets added in 2023 – investmentnews.com
Paul Saganey Featured in Investment News