Mark A. Pinkleton

Slower, yet soundly positive, economic growth is what the Ameriprise Investment Research Group is watching for in 2024. Read more in this publication.

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Retirement is a time you can discover something new. What will you explore in retirement?

Effective in 2024, catch-up contributions for participants aged 50 or older must be made on a Roth basis under 401(k), 403(b), and governmental 457(b) plans for certain individuals. Let’s discuss how this change may impact your retirement planning strategy.

If you’re approaching retirement age, the SECURE Act 2.0 now allows you to save more to retirement accounts before you leave the workforce. Let’s review your plans and see how catch-up contribution changes may affect you.

Beginning in 2024, beneficiaries of 529 plans that have been in place for 15 years or more may be able to transfer the assets to their Roth IRA – subject to the annual IRA contribution limits up to a lifetime maximum of $35,000. If you’re concerned about overfunding your child or grandchild’s 529 plan, this change could offer you more flexibility.

Did you know: The recently passed SECURE Act 2.0 legislation increased the required minimum distribution (RMD) age to 73 in 2023 and 75 in 2033. Let’s discuss what this means for you and your retirement goals.

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

Creating your legacy is more than passing on money. What values or interests will you share with the people you love?

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Three Tips to Help Millennials Strengthen Their Finances Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

Speculating about the next major market move can be enticing but should not substitute sound planning. Together, we can review your portfolio and adjust as needed.

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.

I'm proud to share that Ameriprise has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. Learn more:

Ameriprise Financial Reviews Learn how we've been recognized as one of the top financial advisor companies in the industry.

Congratulations to the class of 2023! Best wishes on your next grand adventure.

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

Many people hope to travel the world in retirement. Where will retirement take you?

A new study from Ameriprise Financial shows the impact adult children continue to have on their parents’ finances. 78% of millennials have received significant financial help from family. Before you give or request money from a relative, let’s discuss the potential impacts.

How Much Can Parents Afford to Give to Their Millennial Children? A new Ameriprise survey about millennials shows that is a question that may continue to come up during planning conversations.

April 27 is Teach Your Children to Save Day. What tips do you have for teaching young adults the value of saving vs. spending?

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

What does financial independence look like for you?

What is one financial tip you wish you’d known when you were younger?

Keep moving toward your goals one step at a time. We can work together to help you stay on track.