DON’T GET ROLLED ON YOUR ROLLOVER. You can get a lot of advice when it comes to rolling over your 401(k). But who does it
A RETIREMENT PLANNER’S ADVICE SHOULDN’T RETIRE WHEN YOU OPEN AN ACCOUNT. If you want a successful retirement, you need a realistic plan. At Vintage we
TAX FREE INCOME FOR LIFE SOUNDS GREAT, BUT … Roth IRA’s differ from their Traditional cousins in that all qualified withdrawals from a Roth are
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
