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Top Flight Security Investment Presentation
- 1. TOP FLIGHT SECURITY INVESTMENT PRESENTATION Thomas Lincoln& Associates Logan Vibbard
- 2. Thomas Lincoln &AssociatesAdvisors ■ Independently owned and managed ■ 25 years of investment experience ■ Relationship-driven client service ■ Quantitative investment process Logan Vibbard
- 3. Overview ■ Investment Processand Characteristics ■ Investment Review – Evaluate FinancialStatus – FormulateGuidelines ■ Investment Strategy – Select Investments – Review & Report Status Maturity Quality Sector Buy/Sell Allocation Logan Vibbard
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- 5. Review Status ■ CurrentFinancial Status – Review expectations – Establish objectives ■ Formulate Guidelines – Establish asset allocation ■ Select Markets – Risk – Stability and Growth Logan Vibbard
- 6. The IRAs Eligibility Annual Contribution s Distributions Taxes Roth IRA Anyone Single:$100k Married:$166k Maximum Single: $5k Married: $10k No age req. after 59 ½ Lump sum or installments No tax after 59 ½ Penalty before 59 ½ IRA Anyone Lesser of $5k or 100% of earned income 70 ½ age req. Lump sum or installments Income tax applies Logan Vibbard
- 7. Other Pension Plans Eligibility Annual Contribution s Contribution Type Taxes Keogh Selfemployed Sole proprietors Maximum: $40k or 25% of employee compensation By employer 2 part plan Pre-tax Income tax applies SEP- IRA Self employed Maximum: 40k or 25% of compensation By employer Pre-tax Income tax applies Logan Vibbard