Matt Ahrens

CIMA®
Retirement, Investing, Small Business
92%
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Articles
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“Matt Ahrens, CIMA® works primarily with physicians, small business owners, and young entrepreneurs and has been quoted in such publications as the Wall Street Journal, US News & World Report among others on investment and retirement strategies.”
Firm:

Integrity Advisory, LLC

Job Title:

Financial Advisor

Biography:

As a Financial Advisor at Integrity Advisory, LLC Matt Ahrens is focused on helping business professionals simplify their financial lives and find financial security as they face life's everyday challenges.

Since joining the firm in 2015 as a financial advisor, Matt has overseen the investment management and portfolio construction process for our clients. During this time, he earned the Certified Investment Management Analyst® designation which included an extensive class on portfolio design at the prestigious Wharton School of the University of Pennsylvania. Matt specializes in assisting physicians, small business owners, and young entrepreneurs who often find themselves with little time to manage their own investments.

Matt and his team help their clients track all of their investments in one centralized location and use the information to make sure they can retire when they want to and how they want to.

Education:

BS, Accounting, Washburn University

Assets Under Management:

$135 million

Fee Structure:

Asset-Based

CRD Number:

5308493

All Articles
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last month
    College Tuition, Financial Planning, Retirement Savings

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    IRAs, Stocks
Is there a limit to how much you could earn in an IRA from a brokerage by participating in the stock market?
100% of people found this answer helpful

Nope there is no limit.  There is only a limit on how much you can contribute on an annual basis.  That would be $5,500 ($6,500 if you're over 50), and that is subject to income limits.  If you're single and make more than $63,000 in 2018 then you start to lose some of the tax benefit on a Traditional IRA.  For married filing jointly that phaseout starts at $101,000.

Good luck to you,

Matt

2 weeks ago
    Debt, 401(k)
Should I withdraw from my 401(k) to pay off my private student loans?
88% of people found this answer helpful
3 weeks ago
    Investing, 401(k), Asset Allocation, Mutual Funds, Stocks
What are some options I should consider when investing a large sum of money with a very cautious mindset?
79% of people found this answer helpful
4 weeks ago
    Debt, Retirement, Pensions, Social Security, 401(k), Real Estate
I will retire in 2018 with $210,000 in my 401(k), a $3,000 pension payment and social security benefits; should I use my 401(k) to pay off my $85,000 mortgage, which will cut my living expenses in half?
78% of people found this answer helpful
last month
    Retirement, Investing, Stocks
Is investing in stocks with quarterly or monthly dividends a good strategy for saving for retirement?
74% of people found this answer helpful
February 2018