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Jake Sensiba

Personal Finance, Retirement, Investing
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“I want to help people save more, earn more, and retire with more. I also want them to understand everything that I do. I listen, I educate, and then I act.”
Firm:

Securities America Advisors

Job Title:

Investment Advisor

Biography:

Jacob G. Sensiba is a third generation Registered Representative/Investment Advisor Representative with Securities America. Having grown up surrounded by finance, joining his father and grandfather in business was a natural career choice. Jake was able to work side by side with his grandfather in the year before Greg's death, learning much of the techniques and methods that made Greg successful.

Jake as been in the industry for four years and has been fully licensed for two years. He is a licensed Registered Representative for the states of Wisconsin, Nebraska, Arizona, and Virginia. He is also a licensed Investment Advisor Representative for Wisconsin. Jake's expertise is in personal finance, retirement, retirement plans, and wealth management.

As a financial professional, Jake is committed to helping clients create solutions for their retirement assets. Once he understands their risk tolerance, time horizon and goals, Jake works diligently to develop a program that carefully balances investment strategies with preserving principal.

Assets Under Management:

$10 million

CRD Number:

6415218

Disclaimer:

Securities are offered through Securities America, Inc. Member FINRA/SIPC, Steven Sensiba, Dan Griffin, and Jacob Sensiba, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. CRG Financial Services, Inc., and the Securities America companies are separate entities. For more information and for other disclosures, visit our website www.crgfinancialservices.com

Videos
  • Jake Sensiba - Advisor Insights - CRG Financial Services, Inc.
All Answers
    Social Security, IRAs, Taxes
Is there a written formula to manually calculate how much a person can convert from an IRA to an established Roth in 2019 while staying in the current 12 percent tax bracket?

For 2019 individuals in the 12% tax bracket can make $9,700 up to $39,474. Depending on what your current income is will determine how much you can convert while keeping you in the 12% bracket.

The other thing to keep in mind, if you are under your Full Retirement Age (this varies by what year you were born) and are receiving Social Security, you're allowed to make up to $17,640. If you make more than that, some of your Social Security benefits will be withheld by the government. Specifically, they'll keep $1 for every $2 you receive. Your conversion will not count towards this, however.

I hope this helps!

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