Craig M. Adams, CFP<sup><sup>®</sup></sup> Home
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Rightsizing for Retirement

What does your home really cost?

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Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Contact

Office: (609) 377-8299

Fax: (609) 201-2923

100 Overlook Center

2nd Floor

Princeton, NJ 08540

Series 7, 65, 63, 6, Life, Health, and Variable

Craig@cmawealthmgmt.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Craig M. Adams is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA, SIPC.  CMA Wealth Management, LLC and United Planners are not affiliated.

Craig Adams is currently registered to conduct securities business in FL, NJ, NY, PA. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than FL, NJ, NY, PA. Craig may obtain required licensing in additional states at any time, should the need arise for new clients.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.