This is a presentation made for a class assignment.

1. TOP FLIGHT
SECURITY
INVESTMENT
PRESENTATION
Thomas Lincoln & Associates
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2. Thomas Lincoln & AssociatesAdvisors
■ Independently owned and managed
■ 25 years of investment experience
■ Relationship-driven client service
■ Quantitative investment process
Logan Vibbard

3. Overview
■ Investment Process and Characteristics
■ Investment Review
– Evaluate FinancialStatus
– FormulateGuidelines
■ Investment Strategy
– Select Investments
– Review & Report Status
Maturity
Quality
Sector
Buy/Sell
Allocation
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4. Basic Strategy
Investment
Evaluate
Formulate
Select
Review
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5. Review Status
■ Current Financial Status
– Review expectations
– Establish objectives
■ Formulate Guidelines
– Establish asset allocation
■ Select Markets
– Risk
– Stability and Growth
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6. The IRAs
Eligibility
Annual
Contribution
s
Distributions Taxes
Roth
IRA
Anyone
Single: $100k
Married:$166k
Maximum
Single: $5k
Married: $10k
No age req.
after 59 ½ Lump
sum or
installments
No tax after 59
½
Penalty before
59 ½
IRA
Anyone Lesser of $5k
or 100% of
earned income
70 ½ age req.
Lump sum or
installments
Income tax
applies
Logan Vibbard

7. Other Pension Plans
Eligibility
Annual
Contribution
s
Contribution
Type
Taxes
Keogh
Self employed
Sole proprietors
Maximum: $40k
or 25% of
employee
compensation
By employer 2
part plan Pre-tax
Income tax
applies
SEP- IRA
Self employed Maximum: 40k
or 25% of
compensation
By employer
Pre-tax
Income tax
applies
Logan Vibbard