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Armand Atkinson

MS, CFP®, CIMA®, AIF®
Personal Finance, Retirement, Investing
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“Armand Atkinson, MS CFP® CIMA®, is dedicated to applying his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals.”
Firm:

NBC Securities, Inc

Job Title:

Financial Advisor

Biography:

Armand Atkinson has more than eleven years of professional investment management experience. He holds a Master’s of Science Degree in Personal Financial Planning. He also holds the CIMA designation through the Wharton School at the University of Pennsylvania and the CFP designation among other industry recognized designations.

Armand applies investment and wealth planning strategies to provide comprehensive solutions for business owners, families, and individuals. He believes in a systematic approach to money management and the importance of having a detailed process that is based on a foundation of intellectual rigor and discipline.

Armand serves as a 403(b)/457 advisor for Pinellas Country Schools, Manatee County Schools, St. Petersburg College and the State College of Florida. Armand is licensed to conduct business in CO, FL, LA, MD, MA, NC, OH and TN. He currently resides in St. Petersburg, Florida where he enjoys networking and community involvement.

Education:

BS, Economics, Eckerd College
MS, Personal Financial Planning, College for Financial Planning

Assets Under Management:

$30 million

Fee Structure:

Tiered

CRD Number:

5167229

Insurance License:

#FL P097260

Disclaimer:

Securities and Advisory services offered through NBC Securities, Inc. Member FINRA/SIPC.

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Most Helpful
    IRAs, Taxes
Do I have to make quarterly tax payments when performing a Roth conversion?
100% of people found this answer helpful

Hello,

My understanding regarding Roth Conversions is that taxes are generally due by April 15th of the following year. Only folks who are already making quarterly estimated payments are required to make quarterly payments for the Roth Conversion. I would point you towards the below Roth IRA Guide on Fidelity's website.

https://www.fidelity.com/viewpoints/retirement/roth-IRA-common-questions

 

 

January 2019
    Retirement, Retirement Savings, Investing, 401(k), IRAs
If I am behind on my retirement savings and I am maximizing contributions to my 401(k) and Roth IRA accounts but still need to save more, what other retirement investments can I utilize?
75% of people found this answer helpful
March 2018
    401(k), IRAs, Small Business
Can my wife open a solo 401(k) or SEP IRA if she owns an LLC?
0% of people found this answer helpful
March 2017