Traditional IRA to a Roth Conversion
Which would you like, Taxable or Tax-Free Retirement?
MLC Financial Services can help you establish a special program that will provide Tax FREE…that’s right….TAX FREE income to them in their retirement years. This solution is not for everyone, but one of our professionals can sit down with you to determine if it’s a good fit. Even if you already have a 401k or IRA, these IRS approved programs can still work. We would love to share with you the secret to turning TAXABLE into TAX FREE.
When you work with MLC Financial Services to roll over your 401K, 403B, 457, or Thrift Savings Plan, we will assist you with all of the necessary paperwork and help to simplify the process. We help our clients with hundreds of rollovers each year, and we would appreciate the opportunity to assist you as well.
Mike is a native West Texan and a proud graduate of Texas Tech University. He has been involved in the financial and investment industry for over 12 years in Lubbock and has assisted his clients in many aspects of their financial lives-especially by providing them with certainty, clarity, and peace of mind. His #1 goal is to continue to develop long-term client friendships that have been formed out of trust.
Mike enjoys helping his clients preserve, protect, and enjoy their hard-earned assets by providing simple, yet comprehensive strategies. Mike also helps his clients with sound tax information and Elder law legal assistance. Because of the strategic partnerships with CPA’s and attorneys, he is confident in his ability to assist you with all of your estate planning and retirement needs.
Mike has been married to his college sweetheart, Kimberly, for over 25 years, has two children, Madelyn (17) and Halle (13) and has lived in Lubbock for over 22 years of his adult life. Mike enjoys being in the outdoors, playing the guitar, and spending time with his family.