How We Impact!
Impact! Partners Financial is an independent investment management firm providing a full suite of financial services to the Houston metro area.
Our goal is to fulfill your retirement dreams. With proper guidance and planning, you can live the retirement you have always dreamed of. We help empower a retirement strategy designed to meet your unique retirement needs. Transparency is one of our core values and communication is our key tool to building a trustworthy relationship. We provide personalized investment management to help empower you to reach your desired long-term financial goals.
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Frequently Asked Questions
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Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.