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Home > Financial Services > Stock Brokers > Carter Securities, Llc
Carter Securities, Llc
Carter Securities, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Since its foundation in 1976 Carter Securities has provided outstanding financial planning services to its clients, and prides itself on unique customer service, a vast knowledge of the industry and an outstanding team of planners.
A new type of retirement plan introduction in 2006, the Roth 401k created by a 2001 tax act, the new plan is a hybrid that marries features of traditional 401k and Roth individual retirement accounts. Important features of the Roth 401k include Contributions are made with after-tax dollars, and may be withdrawn without tax or penalty. After age 59½-and at least five years after the first contribution to a plan-investment earnings can be withdrawn tax-free.
For long-term investors, indexing makes a lot of sense. Rather than seeking to out-perform securities markets this strategy uses mutual funds or exchange-traded funds designed to track the performance of various market benchmarks. Properly executed, indexing lets you profit in step with the market, and at a minimal cost, because index funds tend to carry very low investment expenses.
They offer health benefits at cheaper rate. As every business owner knows, the cost of health insurance is out of control. Seventy-five percent of firms that don’t offer health benefits almost absolutely small businesses cite high costs as the primary reason. But now business owners can have it both ways, helping workers get insurance while keeping costs down. And, employees get tax-savings advantages. If funds are withdrawn to pay qualified medical expenses, which can include anything from contact lenses to prescription drugs, the money isn’t subject to federal income taxes.
Their goal is to conservatively and efficiently help their clients increase net worth and build financial security, resulting in peace of mind. Perhaps more simply stated their objective is to help their clients accumulate enough assets that they do not outlive their income.
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