Jeff Huff & Associates

CONNECT

Address:

2323 N 31st St. Suite 200
Tacoma, WA 98403-3324

Phone:

(253)-759-2372

Fax/Other:

888-520-5604

Financial Services

We provide a vast amount of financial options for clients of varying ages, disciplines, and locations. Our promise is to provide tailored, personal, and professional investment advice to those looking to pursue the success of their future endeavors.

 

More specifically our Services include:

-Retirement Portolio Analysis/Implementation

-Developing Pension/IRA Income Strategies

-401K Retirement Plan Analysis

-Tax-Efficient Retirement Planning through the use of Roth IRA's

-Creating Tax-Efficient Investment Portfolio's 

-529 College Savings Planning

The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.