Susan Allen Financial

Susan Allen Financial Susan Allen Financial -A Place to Share Ideas, Educate and ask questions My goal is to help clients protect and grow their retirement assets.

Everyone should have a portion of their retirement assets protected against loss.

12/29/2025

Is it time to add a Roth Ira to your portfolio?
You can contribute for 2025, until the tax deadline April 15. Roth Ira contributions are at $7,000 for those under 50 and $8,000 for those over 50. Increasing to $7.500 and $8,600 for 2026.

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Southwick, MA
01077

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