Albrecht, Ryan, CFP

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Today: 9:00 am - 5:00 pm

(703) 774-1708Call Visit WebsiteVisit Website Map & DirectionsDirections1902 Campus Commons DrReston, VA 20191 Write a ReviewWrite Review

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Hours

Regular Hours

Mon:	9:00 am - 5:00 pm
Tue:	9:00 am - 6:00 pm
Wed:	8:00 am - 4:00 pm
Thu:	9:00 am - 5:00 pm
Fri:	8:00 am - 4:00 pm

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General Info: The advisor listed is an Ameriprise financial advisor in Reston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. At Momentum Financial Team, we believe our guidance can help empower busy, hard-working people to make financial decisions that are supportive of their personal values. This personal and financial alignment aims to lead our clients on the path toward goal achievement and financial confidence. Our systematic, on going financial planning process is hinged on energizing our clients to overcome procrastination and financial uncertainty. Understanding your values and goals, offering personalized advice, ongoing tracking and providing outstanding client service form the foundation of our model. We want clients to feel more confident when making financial decisions and less stress about the future.
Email: Email Business
AKA: Albrecht, Ryan Agt
Other Link: http://www.ameriprise.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (703) 774-1708

Address: 1902 Campus Commons Dr, Reston, VA 20191

Website: http://www.ameriprise.com

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Albrecht, Ryan, CFP

Charitable Giving
You must have acknowledgment of your contribution from the recipient of the charitable contribution. See IRS Publication 526, Charitable Contributions at the IRS website.
Estate Taxes
Roth IRA
Qualifying distributions that you take during the year from your IRAs or other retirement plans (excluding Roth IRAs) count towards fulfilling your RMD requirement for the year, for the plan that the distribution is taken from.
Income Tax
Consult with your attorney and the Executor of the estate to determine if any federal, state, and local taxes need to be paid. These taxes can include income tax, estate or inheritance tax, property tax, etc.
Tax Deferral
Plan contribution and distribution summary: lists contribution activity for qualified investments (retirement investments eligible for tax-deferral benefits)

Mutual Funds
Ameriprise ONE Financial Account allows you to manage your day to day finances and long term investing in one account. Because it is a non-qualified brokerage account you can invest in equities, fixed income, mutual funds and other products that help you reach your goals. Daily spending or larger expenses can be managed through the cash management features of the
Bonds
Wealth Management
Our clients and their goals are at the center of all we do. Thatâ€™s why we are proud to be named one of the Most Trusted Wealth Management Companies of 2022 according to Investor's Business Daily.

Financial Planning
Confirmations of most activity, such as a beneficiary updates or name changes, are available online within 4 days of processing the change. Others, such as financial planning confirmations, may require up to 10 days to become available online.
Retirement Planning
As you answer questions in each retirement planning area, you will fill in triangles. The more prepared you feel, the more triangles you will fill.
Annuities
You should consider the investment objectives, risks, charges and expenses of the variable <annuity/life insurance> and its underlying investment options carefully before investing. For a free copy of the (annuity's/life insurance) prospectus and underlying investment's prospectus, which contains this and other information about variable (annuities/life insurance), call (800) 333-3437. Read the prospectus carefully before you invest.
Asset Management
Columbia funds and Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia funds are managed by Columbia Management Investment Advisers, LLC (CMIA), and Columbia Acorn funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of CMIA.
College Funding

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