Financial Service As

Louis W. Romanos, CLU, ChFC, CIC

Providing Strategies for Personal and Business Planning

 

Lou Romanos is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC. A Broker/Dealer and Registered Investment Adviser, 624 Hebron Avenue, Building 3, Glastonbury, CT 06033 (860) 430-1977.  Financial Service Associates and all other entities referenced are independent of Equity Services, Inc. unless otherwise noted.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

S Corp vs. C Corp

From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

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