Brian Thompson Financial

  • About
  • Services
  • Process
  • Blog
  • Podcast
  • Search
  • Double Item
    • Client Portal
    • Make An Appointment

Tag: Roth IRA

Categories

  • All
  • LGBTQ Finance
  • Business Planning
  • Estate Planning
  • Fundamentals
  • Insurance
  • Investing
  • Tax
  • The Secret to Getting Around Roth IRA Income Limits

    Investing | 01.16

    On Wednesday, I gave some options for a client who was over the Roth IRA income limits but had already contributed to his account.  Despite the income limits to the…
Brian Thompson

Brian Thompson Financial

Connect

hello @ btfinancial.com

312 624 8320

Disclaimer

ADV Part 2a

BTF ©2025

Have Questions?

Stay Informed

Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the States of Illinois and New York. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.