As we embrace the dawn of a new year, there's no better time to take stock of your financial future and set your sights on a secure and prosperous retirement. At AAFMAA Wealth Management & Trust LLC (AWM&T), we understand the importance of informed decision-making when it comes to your Individual Retirement Account (IRA). We are pleased to introduce our 2024 AWM&T IRA Disclosures – a comprehensive resource designed to empower you on your financial journey.
What's Inside Our 2024 IRA Disclosures:
Our 2024 IRA Disclosures offer a detailed look at your IRA accounts, encompassing a wide range of essential information:
- Specifications for Traditional and Roth IRAs
- Annual contribution limit formulas
- Tax-deduction guidelines
- IRA conversion options
- Withdrawal/distribution information
- IRA inheritance/beneficiary considerations
Access Your 2024 IRA Disclosures:
To explore our full 2024 IRA Disclosures and unlock the potential for a more secure retirement, simply click the link below:
Take Charge of Your Financial Future
At AAFMAA Wealth Management & Trust LLC, we are committed to serving the unique financial needs of the military community. Whether you require a complimentary portfolio review, a comprehensive financial plan, assistance with your investment strategy, or trust services, our military wealth management professionals are ready to serve you. Contact us today to set up an appointment with a Relationship Manager who can assess your financial health and customize your personalized action plan.
About Us
Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was created to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.
We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection. At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.
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