Personal Investments

Levine Group offers leading personal investment services for individuals across the nation. With office located in Nashville, TN and Russellville, KY, we are here to help you build, and execute, an ideal financial plan.
Products
  • Mutual Funds
  • ETF’s (Exchange Traded Funds)
  • Professional Managed Money
  • Annuities
  • Alternative Investments
  • Certificates of Deposit (CD’s)
  • Stocks
  • Bonds

 

STRATEGIES

Running complex analysis for your personal financial plan takes knowledge that our team can deliver, the results are then discussed with you and necessary changes are made periodically to keep you on track. The final output of our financial planning software is easy to understand and will answer the all-important question “Will I have enough money”!
Entering into retirement requires you to generate an income stream with the assets you’ve accumulated. We believe by having the right team help you develop a suitable strategy can mean the difference between success or running out of money.
Many tax law changes have occurred recently and there could be a big advantage to you to convert some or all of your Traditional IRA to a ROTH IRA. ROTH IRAs continue to accumulate tax-free beyond age 70 ½ and pass on to the next generation tax-free.
If your goal is to maximize the distribution of your wealth to your family or charitable organization we can assist in showing you many options that can help accomplish your goals.
We are not accountants and do not give tax advice, however, our goal is to help our clients minimize their tax consequences allowing them to keep more of their money.
There are many types of gifting options available, including some that will never be taxed. Let us help you understand what is involved and allowed under current law.
As a key part of your retirement income, social security has many rules. Let us help guide you on when would be the right time to start receiving your benefit.

Converting a Traditional IRA to a *Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding their IRA.

It is generally preferable that funds are available to pay the taxes due upon conversion from funds outside of their IRA. If you elect to take a distribution from your IRA to pay the conversion taxes, please keep in mind the potential consequences, such as an assessment of product surrender charges or additional Internal Revenue Services penalties for premature distributions.

If you are seeking personal investment services, contact Levine Group today and learn how we can help you build a secure future.

*All investments involve varying levels and types of risks. These risks can be associated with the specific investment, or with the marketplace as a whole. Loss of principal is possible.*