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Joseph Weber

CFS CPFA AIF
Personal Finance, Retirement, Investing
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“As a fee-only financial planner, Joseph Weber's focus is to offer unbiased financial advice to help his clients achieve their life goals.”
Firm:

Integrated Financial Solutions, PLLC

Job Title:

Founder | President

Biography:

As President of Integrated Financial Solutions; Joe focuses on tailored solutions for Business Owners and Executives. Our investment philosophy is based on award-winning academic research and when coupled with comprehensive planning, we believe it provides an effective solution to assist our clients in having a successful wealth management experience. We believe in a structured tailored approach to investing which utilizes low-cost and tax-efficient investment solutions.

Committed to retirement planning, Joe also specializes in retirement plan design and implementation. He works closely with plan sponsors to assure the retirement plan design selected fits their business’s unique needs.  Today’s plan sponsors and fiduciaries are faced with many challenges.  Laws and regulation changes, lack of fee transparency, conflicts of interests; IFS tries to bring clarity and provides independent guidance resulting in an integrated approach.  In 2016, Joe was honored to be one of Financial Times Top 401 Retirement Advisors in the country.

During his career, Joe has earned the Certified Fund Specialist (CFS) from The Institute of Business and Finance, Accredited Asset management Specialist, (AAMS®) from the College for Financial Planning, as well as Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors.  He is a member of Financial Planning Association (FPA), National Association of Plan Advisors (NAPA), Financial Services Institute, (FSI), and is also a perennial achiever of the distinguished industry award of Million Dollar Round Table (MDRT).

Joe enjoys spending his time with family, friends, and being outdoors with his 2 dogs Kaiser & Chase.  A sports enthusiast and avid golfer, Joe also enjoys playing softball, attending football games (particularly the Minnesota Vikings).  Joe followed the Arizona Cardinals to the 2008 Super Bowl in Tampa Bay, FL.  He also attended the 2009 NFC Championship Game in New Orleans to watch the Minnesota Vikings.

Assets Under Management:

$50 million

CRD Number:

4556745

Disclaimer:

Investment advisory services offered through Integrated Financial Solutions, PLLC (IFS), a Registered Investment Advisor. Integrated Financial Solutions, PLLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. IFS does not provide legal or tax advice.

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    Estate Planning, IRAs, Mutual Funds
I wish to consolidate five mutual funds that are currently in my trust into IRAs to reduce the work for my trustees upon my death. How should I do this?
100% of people found this answer helpful

Short answer, you can't.  

The funds you mentioned are in your Trust which is a Non-Qualified Account.  IRA's are Qualified Accounts.  You can't mix the two.

The only way you could put those into an IRA is if you were eligible to make a contribution to an IRA and purchase those funds in that account. 

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    Retirement, Retirement Savings, Retirement Living, Annuities, Retirement Plans, Insurance
Are income annuity payments taxable?
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    401(k), Annuities, Stocks, Insurance
Should I consider investing in an annuity or stick with my long-term stocks if I don't like the unreliability of the market?
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January 2019
    Retirement, Investing, Choosing an Advisor, IRAs, Income Tax
Should I move my investments if I change my state of residency?
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    Investing, Stocks
Why do some companies have as many as three ticker symbols?
100% of people found this answer helpful
January 2019