Abbot Financial Management Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

17 Years

in Business

Accredited

Business

(978) 688-9010Call Visit WebsiteVisit Website Map & DirectionsDirections510 Turnpike StNorth Andover, MA 01845 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near North Andover with Investment Advisory Service

Andover (2 miles)
Lawrence (6 miles)
Methuen (9 miles)
North Reading (11 miles)
Tewksbury (11 miles)
Middleton (12 miles)
Georgetown (12 miles)
Groveland (13 miles)
Haverhill (13 miles)
Wilmington (14 miles)

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Email

BBB Rating

Extra Phones

Phone: (978) 687-2867

TollFree: (800) 819-2111

AKA

Financial Management Associates

Abbot Financial Mgmt

Financial Management Assoc LLC

Financial Management Associates LLC

Financial Management Assoc

Other Link

https://www.abbotfm.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (978) 688-9010

Address: 510 Turnpike St, North Andover, MA 01845

Website: https://www.abbotfm.com

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Abbot Financial Management Inc

Tax Planning
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after the November 2022 election results are decided. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.
Estate Taxes
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
Mark is an accomplished Financial Advisor with over 25 years’ worth of experience in both the Financial Services and Consulting industries. As a trusted advisor to his clients, Mark serves as their guide through retirement planning, estate planning, investment management, tax strategies, and protection planning including life insurance and long-term care planning.
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but itâ€™s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, and finance as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why itâ€™s often so daunting without the help of an independent personal financial advisor who is familiar with your situation.

Accounting Services

Financial Planning
We are a professional service firm that provides customized investment and financial planning services to individuals, families, businesses, estates, trusts, endowments, and nonprofit organizations.
Retirement Planning
Long Term Care
Asset Management
To use a disciplined investment approach that includes asset allocation modeling, fundamental security analysis, and the following of global economic trends;
College Funding
Mark is committed to the success of his clients and specializes in advising Doctors, Executives and Entrepreneurs. Helping his clients through all stages of life, he possesses extensive experience working with investment and retirement accounts, executive compensation, and college savings plans. Mark also empowers his clients through education and has led many seminars for leading New England college and university medical programs where he provided financial literacy to the Residents, Fellows, and Teaching Doctors.

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