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The Big Rollover

IRA to Roth IRA Conversions

Audit Red Flags

Life Insurance for Newlyweds

What to Do Financially When A Spouse Dies

The Big Estate Planning Question of 2012

2012 Tax Guide

THE RIGHT BENEFICIARY

THINGS TO DOUBLE CHECK BEFORE YOU LEAVE THIS WORLD

WHAT BENEFICIARIES NEED TO KNOW

YOUR ANNUAL FINANCIAL TO DO LIST

THE LONG TERM

2011 PHASE OUTS CONTRIBUTION LIMITS 401Ks AND IRAs

LITTLE KNOWN TAX BREAKS

BREAKING BAD MONEY HABITS

Financial Missteps Made By Married Women

Avoiding Financial Catastrophe

Health Care Reform 2012, 2013, 2014

Early Distributions From Retirement Accounts

6 Steps To Get Out Of Debt

An Inherited IRA

Should You Pay Off Your Home Before You Retire?

How Long Term Care Can Help Protect Your Assets

Consolidating Your IRAs

Choosing a Financial Professional

THE BASICS OF THE STRETCH IRA

The Top Ten Retirement Blunders

Apply For Social Security Now

How Long Do You Have To Keep Your Statements

TAXING THE RICH to pay FOR HEALTH CARE

Why People Want Independent Financial Advisors

Which Retirement Plan Suits You

The 2 Biggest Retirement Misconceptions

WHAT WOULD I DO IF I WERE RETIRED?

OPTIONS FOR TAKING MONEY OUT OF A ROTH

PROTECTING YOUR ASSETS, YOURSELF AND YOUR FAMILY

ARE YOU PREPARED TO PAY FOR LONG TERM CARE?

IN-SERVICE 401(k) WITHDRAWALS & INCOME PLANNING

WHAT DO YOUR CHILDREN KNOW ABOUT BUILDING WEALTH?

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Tel:(901) 683-4030 | Fax: (901) 682-5400 | Email: walter@roopfinancial.com

Walter Roop and Richard Fisher are Investment Advisor Representatives of, and securities and Investment Advisory Services
offered through Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164. 800-800-2638 Member FINRA, SIPC, and
Registered Investment Advisor. Roop Financial Services, Inc. and Woodbury Financial Services Inc. are not affiliated entities.
Roop Financial Services, Inc. has representatives licensed to due business in TN, MS, LA, GA, MD, AR and FL. Roop Financial Services
does not establish or administer HRAs, FSAs, or HSAs and is not engaged in providing tax or legal advice. Professional advice
should be obtained before implementing specific ideas.