Matt Ahrens

Retirement, Investing, Small Business
“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.”

Integrity Advisory, LLC

Job Title:

Financial Advisor


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.


BS, Accounting, Washburn University

Assets Under Management:

$135 million

Fee Structure:


CRD Number:


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4 weeks ago
    College Tuition, Financial Planning, Retirement Savings

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    Financial Planning, Retirement, 401(k), IRAs, Taxes
What type of IRA should I open to get more exposure to tax advantages?

You're asking all the right questions, and I think there is an opportunity for you to shift some money around to your benefit.  As John mentioned above, it sounds like you may not be fully maxing out your 401(k) contribution.  You may enjoy the freedom of investing in your own brokerage account as it certainly gives you more flexibility than your 401(k) with its likely limited investment lineup.  Consider this, though.  What if you increased your 401(k) contribution, with the new contributions going into the pre-tax 401(k) instead of the Roth 401(k).  Take your existing taxable brokerage account and start converting those positions or cash to a Traditional IRA.  You're increasing your pre-tax contributions on the 401(k), and just shifting the money around from your taxable brokerage to an IRA.  You'll still receive the deduction for the IRA contribution ($5,500 unless you're over 50 then $6,500), but you'll also start sheltering those dividends from taxable capital gains to the tax deferred IRA.

Once the taxable brokerage account is depleted then you can decide if you want to continue contributing to your 401(k) or switch to your IRA, but this gives you options in the short-term, and an opportunity to significantly improve your tax situation.  Please let me know if you have additional questions.

Good luck to you!

Matt Ahrens, CIMA®

2 days ago
    Banking, Financial Planning, 401(k), IRAs
I am 23 years old and I contribute 10% into a 401(k) every month; should I open a Roth IRA or a savings account?
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2 weeks ago
    Estate Planning, Stocks, Taxes
Given the probability of a market correction, is it a good strategy to convert the securities in a revocable trust valued at $518,000 to cash, considering the tax liability? 
2 weeks ago
    Retirement Savings, Investing
What's the best thing to do with excess wealth at age 30?
2 weeks ago
    IRAs, Retirement Plans
If you have $10,000 in your simple IRA account, and you decide to take all the money out, how much money would you receive after your penalty for taking it out early is subtracted?
2 weeks ago