MEDALLION FINANCIAL RESOURCES

401K/IRA, TAX EFFICIENT CONVERSIONS

Unlock the secrets to building a rock-solid retirement foundation with 401(k) and IRA accounts. Learn how to maximize your contributions, harness the potential of compounding interest, and create a tailored investment strategy to achieve your long-term goals.

Make Informed Decisions

Whether you're just starting on your retirement journey or looking to fine-tune your existing strategy, this guide provides actionable insights and expert advice to help you make informed decisions, secure your financial future, and enjoy peace of mind during your golden years."

Delve Into The Realm of Tax-Efficient Conversions

Navigate the complexities of tax laws and regulations, and explore strategies to minimize tax burdens during conversion, ensuring more of your hard-earned money stays in your pocket.

Embrace the power of 401(k)

Whether you're a retirement rookie or a seasoned investor, this guide unveils essential insights and expert tips to help you optimize your path to retirement bliss and pave your way to a secure and prosperous retirement.

Consult with Us

Embarking on your well-deserved retirement should be a time of joy and fulfillment, not one of financial uncertainty. Imagine the peace of mind that comes from knowing a trusted expert has your back, guiding you through the financial landscape of your golden years.

Address

211 Nokomis Ave S, Venice, Florida 34285

Email Address

James@medallionfinres.com

Rachel@medallionfinres.com

Contact Number

1-941-486-0305

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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