Strategic Asset Management

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Investment Management, Financial Planners, Financial Planning Consultants

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(253) 927-0998Call Visit WebsiteVisit Website Map & DirectionsDirections5317 Broad View Ave NETacoma, WA 98422 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:30 am - 5:00 pm

Places Near Tacoma with Investment Management

Federal Way (9 miles)
Burton (10 miles)
Milton (11 miles)
Gig Harbor (12 miles)
University Place (12 miles)
Pacific (14 miles)
Auburn (15 miles)

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Extra Phones: TollFree: (888) 727-8807
Other Link: http://sasm.com/contact.htm
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (253) 927-0998

Address: 5317 Broad View Ave NE, Tacoma, WA 98422

Website: http://sasm.com/contact.htm

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Strategic Asset Management

Roth IRA
[ 2009 update: For Roth IRA and regular IRA the contribution limit is $5,000 plus a $1,000 catch-up provision if you are over 50]
Tax Deductions
+Income tax deduction in year of contribution: In the year you contribute the money to your 401k, you can deduct the amount placed in your 401(k) from your net income
Income Tax
If you have other earned income, income taxes on your Social Security benefits may be due. View this IRS Publication for more details. For 2008 the breakpoints are 25,000 for singles and 32,000 if married filing jointly.

Investment Management
Strategic Asset Management is a fee only financial advisor in Tacoma, Washington intent upon providing its clients with independent and unbiased advice and portfolio management.
Mutual Funds
The model growth portfolio primarily invests in publicly traded equity based securities but may also invest in mutual funds, bonds, etfs, preferred stocks, or other similar securities. Securities not available to the general public were never (nor will be) part of the model growth portfolio at any time.
Bonds
Money Market Funds
If it can happen once, it can happen again. I speak of banks failing and money market funds 'breaking the buck' and writing down the value of your money market holdings. While the probability is low of it happening to you, the downside could be quite painful. Here are a few simple chores you can do to prevent losing access to your money.

Financial Planning
Did you ever wonder how some people can take control of their finances? While a select few can personally manage their investments and their financial planning - and have the time to stay current, most people need guidance. Where can you find this guidance? Guidance you can rely on? Strategic can give you access to a world of investment information, securities research and investments personalized to help meet your needs.
Asset Management
Strategic Asset Management is a ‘fee-only’ advisor. This means all of its compensation on a client’s account is derived from fees the client pays directly to Strategic. Strategic does on rare occasion receive compensation from other parties in the process of managing clients’ accounts (soft dollars, 12b-1 fee refunds). Any compensation from other parties is refunded back to the client on an annual basis.

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