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If your current income tax rate is materially less than what your income tax rate will be in the future when you take IRA distributions, a "Roth Conversion" may be an ideal strategy to reduce taxes. Download our free report to learn more.

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Richard S. Lawrence

Rich Lawrence is the Principal of Lawrence Wealth Management LLC (LWM) and founded the company in 2008, based on the principles of providing unbiased “Independent” advice to clients.  Prior to founding LWM, Rich was a securities analyst for 17 years providing investment advice to the banking, pharmaceutical, and medical device industries. Rich received his bachelor’s degree from the Wharton School of Business of the University of Pennsylvania, his M.B.A. with honors from the University of Denver, and earned the Chartered Financial Analyst (CFA) designation.
Rich can be reached at 215-540-0896 or rich@lawrencewealthmanagement.com

Previous LWM Member
Jan DeProspero