Reminder: Payroll Quarterlies will be posted to your portal by August 5, 2019.
Traditional vs. Roth IRA
Traditional IRAs are owned by roughly 35.1 million U.S. households. Roth IRAs are owned by nearly 24.9 million households. While they are both IRAs they are quite different.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Visit our website to learn more or contact our office to discuss your specific needs with a member of our financial services team (585) 410-6733.
2019 Deadline Approaches: SIMPLE IRA or 401(K)
A new business SIMPLE IRA or Safe Harbor 401(K) must be set up with an effective date between January 1 and October 1 in order to be applied to 2019. Plans established on October 2 or later will be applied to 2020.

If you are considering setting up a business SIMPLE IRA or Safe Harbor 401(K), the time is now to contact our Financial Services department to get your plan established before the October 1st deadline.
Countdown to College

Most parents want to give their children the best opportunity for success, and getting into the right college may help open doors. Unfortunately, being accepted into the college of their choice may not be as easy as it once was.

Check out this handy guide to help your student(s) get college ready.
Are There Unclaimed Funds Waiting For You?
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Lost or unclaimed money gets turned over by organizations who are required to report dormant accounts to the New York State Office of the State Comptroller. This money includes things like forgotten savings accounts, lost pay checks, and stocks or bonds.

Visit  USA.gov , or  click here  to go directly to the New York State Comptrollers unclaimed funds site.
We'd like to hear from you!
The thumbs up corner of our semi-annual newsletter highlights our clients' achievements. If you have any news that you would like us to feature, please email Andrea True at atrue@alliedfp.com .
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Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Tax services provided by Tette, Ingersoll & Co., CPAs, PC. Allied Financial Partners and Tette, Ingersoll & Co., CPAs, PC are not affiliated with Securities America.