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fusiontax.com

Fusion Tax and Wealth Management

Jordan P. Gates, MSFS, CFP??, CLU, ChFC, CFS from Sherwood Oregon provides comprehensive financial planning to his clients with an emphasis on tax efficiencies.

http://www.fusiontax.com/

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Fusion Tax and Wealth Management | fusiontax.com Reviews
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Jordan P. Gates, MSFS, CFP??, CLU, ChFC, CFS from Sherwood Oregon provides comprehensive financial planning to his clients with an emphasis on tax efficiencies.
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1 Roth IRA Distributions
2 Tax on Roth IRA Distributions
3 Penalty on Roth IRA Distributions
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Fusion Tax and Wealth Management | fusiontax.com Reviews

https://fusiontax.com

Jordan P. Gates, MSFS, CFP??, CLU, ChFC, CFS from Sherwood Oregon provides comprehensive financial planning to his clients with an emphasis on tax efficiencies.

INTERNAL PAGES

fusiontax.com fusiontax.com
1

Intel Executive Sub-Site : Fusion Tax and Wealth Management

http://www.fusiontax.com/Intel-Executive-Sub-Site.5.htm

14900 SW 139th Ave. Jordan's Articles and Reports. Information for Intel Employees. Since we have so many clients who are Intel employees including my identical twin brother (Jim), the information contained in this section of our website will contain information specifically tailored for Intel employees. Understanding and implementing proper Stock Option strategies. Proper asset allocation for the SERP profit sharing Plan. When and to what extent should the SERP Plus be used. Accelerated vesting at age 65.

2

Our Location

http://www.fusiontax.com/location.cfm

14900 SW 139th Ave. Jordan's Articles and Reports. Please complete the Contact Form and we'll be in touch. Fusion Tax and Wealth Management. 14900 SW 139th Ave. Directions to Fusion Financial. 14900 SW 139th Ave. Tigard, OR 97224. 503) 688-7288 Office (503) 502-1981 Jordan’s Cell. 14900 SW 139th Ave. Fusion Tax and Wealth Management., MSA and IFG are separate and unrelated companies. OSJ Branch: 1407 Main Street, Hays, Kansas 67601. Of this financial professional on FINRA's BrokerCheck.

3

Jordan's Articles and Reports : Fusion Tax and Wealth Management

http://www.fusiontax.com/Jordans-Articles-and-Reports.7.htm

14900 SW 139th Ave. Jordan's Articles and Reports. Jordan's Articles and Reports. Please click on any of the articles or reports below to view it. Roth IRA Distributions: HOF accounting and the Three Layer Gravy. Fusion Investment Policy Report. Dynasty Trust White Paper. 14900 SW 139th Ave. Fusion Tax and Wealth Management., MSA and IFG are separate and unrelated companies. OSJ Branch: 1407 Main Street, Hays, Kansas 67601. Of this financial professional on FINRA's BrokerCheck.

4

Our Firm : Fusion Tax and Wealth Management

http://www.fusiontax.com/Our-Firm.2.htm

14900 SW 139th Ave. Jordan's Articles and Reports. Fusion Tax and Wealth Management is a a full-service comprehensive financial planning firm committed to helping our clients pursue their financial goals. We have spcialized experience in Income and Estate Tax Planning. We believe you will be better able to identify your goals and make sound decisions by committing to the financial planning process. To Be Recognized as a Premier, Multi-Disciplined, Tax and Wealth Management Firm Which:. 14900 SW 139th Ave.

5

Our Unique Process : Fusion Tax and Wealth Management

http://www.fusiontax.com/Our-Unique-Process.3.htm

14900 SW 139th Ave. Jordan's Articles and Reports. Our unique Wealth Planning Process results in a a customized financial program for each of our clients. During the process, we walk you through a step-by-step system that will help make you feel confident regarding the future financial decisions that you make. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. Advisory service...

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Fusion Tax and Wealth Management

14900 SW 139th Ave. Jordan's Articles and Reports. A message from Jordan. Welcome to Fusion Tax and Wealth Managment Web site,. Where you can learn about our firm as well as review articles and presentations that I have published. For those who are new to us,. Jordan P. Gates,. CLU, ChFC, CFS. 14900 SW 139th Ave. Fusion Tax and Wealth Management., MSA and IFG are separate and unrelated companies. OSJ Branch: 1407 Main Street, Hays, Kansas 67601. Of this financial professional on FINRA's BrokerCheck.

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