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Trate Financial Management
Ann Trate
Financial Advisor
610-285-6011
ann.trate@jwcemail.com
Welcome to Trate Financial Management
As President and Financial Advisor at Trate Financial Management, Anna Marie Trate specializes in helping business owners, executives, professionals and individuals gain control of their financial situation through her comprehensive planning process. We proudly offer securities through J.W. Cole Financial Inc., a member of FINRA and SIPC and our advisory services through J.W.Cole Advisors, Inc. We want to build a financial relationship with YOU!








Securities offered through J.W. Cole Financial, Inc. (JWC) member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Trate Financial Management and JWC/JWCA are unaffiliated entities. 
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    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


Check the background of this financial professional on FINRA's BrokerCheck.