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Thinking about lending money to family and friends?

Thinking about lending money to family and friends?

I have had this conversation many times with clients and other friends or family members. Some don't like to do business with family members. Others don't want to say no, but are concerned about how to approach it. Whatever your hesitation or lack thereof I think...

New IRS rules for IRA rollovers

New IRS rules for IRA rollovers

Back in March, the IRS announced that an individual can do only one rollover from one IRA to another in 365-day period, noting that the rule wouldn't apply before Jan. 1, 2015.The regulation only applies to rollovers from one IRA to another, as well as one Roth IRA to...

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AIMA, Inc.
419 Montgomery St.
Savannah, GA 31401

 

Phone: (912) 777-4128
Fax: (912) 777-5943

 

AIMA, Inc.
419 Montgomery St.
Savannah, GA 31401
Phone: (912) 777-4128
Toll Free: (866) 815-6004
Fax: (912) 777-5943

AIMA, Inc. Form ADV, Part 2A & Relationship Summary

Investment Advisory Services are offered through Ables, Iannone, Moore & Associates, Inc., a Registered Investment Advisor. This website is designed to service our fee-only investment advisory clients and investment advisory prospects. Ables, Iannone, Moore & Associates, Inc. is an independent Registered Investment Advisor.

© 2014-2025 Ables, Iannone, Moore & Associates, Inc.

AIMA, Inc. Form ADV, Part 2A & Relationship Summary

Investment Advisory Services are offered through Ables, Iannone, Moore & Associates, Inc., a Registered Investment Advisor. This website is designed to service our fee-only investment advisory clients and investment advisory prospects. Ables, Iannone, Moore & Associates, Inc. is an independent Registered Investment Advisor.

© 2014-2025 Ables, Iannone, Moore & Associates, Inc.
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