Primetime Wealth Management

Name: Primetime Wealth Management
Address: 716 Pittsford Victor Road, Pittsford, NY, 14534, US
Telephone: +15852384767

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Primetime Wealth Management

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Primetime Wealth Management is a Registered Investment Advisory Firm (RIA).

Primetime partners with Charles Schwab as the custodian for client assets and for the investment trading platform.

10/13/2026

Every dollar deserves a plan. ✍️

Retirement, your family, your home, the next big decision: it all works better when your money is pulling in the same direction. A plan helps you prepare for retirement, protect what matters, and make decisions with more confidence.

I work with clients locally in Pittsford and the Rochester area, and remotely. If you'd like clarity on what's next, let's talk:
👉 https://www.ptwm1.com/contact?topic=grow-investments

living for today, planning for tomorrow.

Educational only; not individualized investment, tax, or legal advice. Planning does not guarantee any outcome or protect against loss.

10/12/2026

Already own an annuity? Don't panic. Get it reviewed. 📄

If you bought an annuity years ago and haven't looked at it since, you're not alone. Older contracts may carry higher fees, and the surrender period may have already ended. Your goals may have changed, too.

A fiduciary review walks through what you own, what it costs, and your options: keep it, exchange it, or leave it alone. Sometimes the best answer is to change nothing. You can upload your most recent statement right on the contact form.

Book a free annuity review:
👉 https://www.ptwm1.com/contact?topic=old-annuity

living for today, planning for tomorrow.

Educational only; not individualized advice or a recommendation to buy, sell, or exchange any annuity. No guarantees. Exchanges can involve surrender charges, a new surrender period, and tax considerations, and may not be right for everyone.

10/11/2026

Make sure your wealth gets passed to the right people. 🏈

Beneficiary designations on retirement accounts, annuities, and life insurance often pass directly to the people named, which can be different from what your will says. Marriages, divorces, births, and losses can leave those forms out of date.

Let's review your beneficiaries and make sure they line up with your estate plan:
👉 https://www.ptwm1.com/contact?topic=estate-planning

living for today, planning for tomorrow.

For educational purposes only; not individualized investment, tax, or legal advice. Rollovers are not appropriate for everyone; consider the fees, services, and investment options of each choice. Tax outcomes are not guaranteed; consult a qualified tax professional. Not legal advice; consult an estate planning attorney about your documents. Advisory services offered through Primetime Wealth Management.

10/10/2026

Don't miss the pass before the clock runs out. ⏱️🏈

Two plays worth checking before December 31:
✅ Tax-loss harvesting: Losses in a taxable (non-retirement) account may help offset gains. Watch the wash-sale rule (30 days before or after the sale, including in IRAs).
✅ RMDs (required minimum distributions): If you're required to take one, the deadline is generally December 31. Missing it can mean a penalty.

(IRA contributions aren't a Dec 31 deadline: 2026 contributions can generally be made until the April 2027 tax-filing deadline.)

Let's review your year-end moves together:
👉 https://www.ptwm1.com/contact?topic=tax-harvesting

living for today, planning for tomorrow.

For educational purposes only; not individualized investment, tax, or legal advice. Rollovers are not appropriate for everyone; consider the fees, services, and investment options of each choice. Tax outcomes are not guaranteed; consult a qualified tax professional. Not legal advice; consult an estate planning attorney about your documents. Advisory services offered through Primetime Wealth Management.

10/09/2026

Changing jobs? Don't fumble the handoff. 🏈

Your old 401(k) doesn't follow you to your new employer automatically. You can typically leave it where it is, move it to your new plan, roll it to an IRA, or cash it out. Each option has tradeoffs, including fees, investment choices, and possible taxes and penalties if you cash out.

I've been helping clients with these decisions since 2010, locally in Pittsford and remotely. Book a free rollover review:
👉 https://www.ptwm1.com/contact?topic=rollover

living for today, planning for tomorrow.

For educational purposes only; not individualized investment, tax, or legal advice. Rollovers are not appropriate for everyone; consider the fees, services, and investment options of each choice. Tax outcomes are not guaranteed; consult a qualified tax professional. Not legal advice; consult an estate planning attorney about your documents. Advisory services offered through Primetime Wealth Management.

10/03/2026

Rough year in the market? Put those losses to work before December 31. 📉🗓️

If you hold investments in a taxable (non-retirement) account that are down, harvesting those losses before year-end may help offset capital gains. If there's meaningful harvesting to be done, it's worth doing... if it's done right.

Two things matter most:
✅ Avoid a wash sale. Buying back the same or a substantially identical investment within 30 days before or after the sale can disallow the loss, and that includes purchases in your other accounts.
✅ Have a plan to get back invested for the right reasons. Where you land afterward should fit your goals and allocation, not just be a way around the rule.

Want to talk through whether year-end tax harvesting fits your plan? Reach out: https://www.ptwm1.com/contact?topic=tax-harvesting

living for today, planning for tomorrow

For educational purposes only. Not tax advice. Results depend on individual circumstances; consult a tax professional.

10/02/2026

Just retired? Congratulations! 🎉 Your 401(k) or 403(b) spent decades helping you save. Now it's time to think about how it supports the next chapter.

You may have several options for your old plan: leave it, roll it into an IRA, or another approach. Each one has its own trade-offs around fees, investment choices, and how you take income. A rollover review is a no-pressure way to understand them.

Book a free rollover review: https://www.ptwm1.com/contact?topic=rollover

living for today, planning for tomorrow

10/01/2026

New job? Don't leave your old 401(k) behind. 💼

When you change employers, your old retirement plan doesn't move with you automatically. You can typically leave it, move it to your new plan, or roll it into an IRA. Each choice affects fees, investment options, and how easy your accounts are to keep track of.

We'll walk through it with you. Book a free rollover review: https://www.ptwm1.com/contact?topic=rollover

living for today, planning for tomorrow

04/06/2026

Easter is a time for reflection and renewal. We hope everyone had a joyful and peaceful day.

07/05/2025

Happy 4th of July! 🇺🇸

Address

716 Pittsford Victor Road
Pittsford, NY
14534

Telephone

+15852384767

Website

https://PTWM1.com/

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