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Shelby Bucci 1
Investments and Pensions of the FBI
Thomas Lincoln & Associates
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Shelby Bucci 2
Thomas Lincoln & Associates Advisors Independently owned and managed 25 years of investment experience Relationship-driven client service Quantitative investment process
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Shelby Bucci 3
Overview Investment Process and Characteristics Investment Review
Evaluate Financial Status Formulate Guidelines
Investment Strategy Select Investments Review & Report Status
Maturity
Qua
lity
Sect
or
Buy/Sell
Allocation
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Shelby Bucci 4
Basic Strategy Investment
Evaluate Formulate Select Review
Investment
Evaluate
FormulateSelect
Review
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Shelby Bucci 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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Shelby Bucci 6
The IRAsEligibility Annual
Contributions Distributions Taxes
Roth IRA
AnyoneSingle: $100kMarried:$166k
MaximumSingle: $5kMarried: $10k
No age req. after 59 ½ Lump sum or installments
No tax after 59 ½ Penalty before 59 ½
IRAAnyone Lesser of $5k
or 100% ofearned income
70 ½ age req.Lump sum or installments
Income tax applies
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Shelby Bucci 7
Other Pension PlansEligibility Annual
ContributionsContribution
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- IRASelf employed Maximum: 40k or
25% of compensation
By employer Pre-tax
Income tax applies