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Make an appointment with an
investment representative today Wealth Management Appointment

Plan your financial future

Wealth management can help

When you’re ready to start planning your financial future, consult a member of Columbia’s wealth management team. As registered representatives working with Financial Network Investment Corporation, our experienced team can recommend customized investment strategies or insurance services from a wide selection of products to assist you in working toward your financial goals.


» Make an appointment
» Investments & Insurance

Roth IRAs open to affluent

Income limits lifted for conversions

Under current law, you can't convert a Traditional IRA to a Roth IRA if your adjusted gross income is more than $100,000. Starting in 2010, and continuing in future years, that conversion limit disappears. Plus, if you convert in 2010, you have the option of paying your tax bill over two years, in 2011 and 2012. Income limits for new contributions remain in effect.


» Switching to Roth IRA gets easier
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