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The tax filing deadline is just around the corner (April 15th or October 15th if you ask for an extension) and this is a good...
Read MoreRead the full Fourth Quarter 2024 Market Newsletter HERE
Read MoreAs the year is ending, it is a good time to ensure that you have maximized all available tax benefits through comprehensive 2024 Year-End Tax...
Read MoreRead the full Third Quarter 2024 Market Newsletter HERE EXECUTIVE SUMMARY
Read MoreBenefit election or open enrolment time is coming soon. This is when you can make changes to your employer-provided benefits. These benefits are an important...
Read MoreThe Tax Cuts and Jobs Act (TCJA) was a significant piece of tax legislation that was passed in 2017. It affected many aspects of individual,...
Read MoreRead the full Second Quarter 2024 Market Newsletter HERE EXECUTIVE SUMMARY
Read MoreQ. What is the Federal Reserve’s goals for inflation? One day the analysts are talking about the Fed lowering the interest rates and then the...
Read MoreQ. Can I use income from Annuities to fund a Roth IRA? I have an annuity in my IRA. I started to annuitize it this...
Read MoreHow to avoid capital gains on small business stock. The Qualified Small Business Stock (QSBS) exclusion (Under section 1202 of the Internal Revenue Code) was...
Read MoreBy Kate Stalter Reviewed by Rachel McVearry This article appeared on US News and Word Report May 2, 2024, at 2:07 p.m. What Are the Pros and...
Read MoreCan I contribute to an IRA while collecting social security and working? I was told that since I am 69 years old, still working full...
Read MoreSarsi, LLC (“Sarsi” or “the firm”) is a registered investment adviser located in New Jersey. Sarsi and its representatives are in compliance with the current registration mandates imposed on state registered investment advisers in those states where registration is required. The firm may also transact business in those states in which it maintains registration or qualifies for a corresponding exemption there from.
Use of this website is limited to the dissemination of general information regarding Sarsi’s investment advisory services offered to individuals residing in those states where providing such information is not prohibited by applicable law. Accordingly, the publication of Sarsi’s website on the internet should not be construed by any consumer as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. Nothing on this website should be interpreted in any manner whatsoever as a substitute for, or the receipt of, personalized investment advice. Certain of the information contained herein may not be suitable for everyone and may be derived from external sources that are not affiliated with Sarsi. While Sarsi believes these sources to be reputable, the Firm makes no representation or guarantee as to the accuracy, timeliness or suitability, completeness or relevance of the information prepared by any unaffiliated third-party, whether linked to the website or referenced herein. All such information is provided for convenience purposes only and all users therefore should be guided accordingly. Any subsequent, direct communication with a prospective client of the Firm will be initiated by a representative whom is either registered or exempt from registration in the state in which the prospect resides.
Detailed information pertaining to Sarsi’s qualifications, business operations, fee schedule service offerings can be found in the Firm’s Disclosure Brochure which appears as Part 2A of Sarsi’s Form ADV. Additional information about Sarsi, as well as a current version of the Firm’s Disclosure Brochure, is available on the Investment Advisor Public Disclosure website which is operated by the U.S. Securities and Exchange Commission, at www.adviserinfo.sec.gov
ACCESS TO THE FIRM’S WEBSITE IS PROVIDE FOR INFORMATION PURPOSES ONLY AND WITHOUT WARRANTIES-EXPRESS OR IMPLIED-WITH REGARD TO THE ACCURACY, TIMELINESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED HERETO.