As a Retirement Income Certified Professional, most of my time is dedicated to helping clients accumulate enough assets during pre-retirement, and then distributing those assets in a tax-efficient manner during retirement. I work with individuals, families and small businesses in the Pittsburgh area.
Services include financial planning, wealth management and retirement income planning. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. This calculator can help you determine whether you should consider converting to a Roth IRA. Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Services include financial planning, wealth management and retirement income planning. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. This calculator can help you determine whether you should consider converting to a Roth IRA. Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Services
I was born in Olserd, a village of about 50 people in the southern part of Sweden. After getting my business degree from the Stockholm School of Economics in 1993, I moved to the U.S. with my wife who had grown up in the northern panhandle of West Virginia. 20+ years later I still love the Pittsburgh area.
We at Lincoln Financial Advisors are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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