Sara Goldstein
Business Development & Community Relations
Goldstein Advisors
2501 Parmenter Street, Suite 100A
Middleton, WI. 53562-2673
Office: 608-831-3230
Toll Free: 877-640-6894
Fax: 608-831-3235
Business Development & Community Relations
Goldstein Advisors
2501 Parmenter Street, Suite 100A
Middleton, WI. 53562-2673
Office: 608-831-3230
Toll Free: 877-640-6894
Fax: 608-831-3235
© 2024 Goldstein Advisors.
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.
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Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
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