Do you know the 5 exceptions
to the one-per-year 60-day rollover rule?


Joseph Felicetti

Retirement Distribution Specialist
Joe Felicetti began his career as an accountant with Smith Barney in 1983. While working full-time during the day, he attended night school at Fordham University. Joe graduated from the Gabelli School of Business at Fordham in 1987 with a bachelor’s degree in Public Accounting & Finance.

Since then, Joe has developed a specialty of working with retirees, and their heirs, who want to protect their principal and ensure that their money lasts. His practice focuses on “Retirement Distribution Strategies” and “Estate Planning”. His goal is to help retirees protect their Retirement Accounts from excessive taxation, and to avoid catastrophic retirement distribution mistakes. In addition, he shows clients how to pass their wealth down from one generation to the next.

Associations
 - Fordham University Alumni Networking Association

Education and Licensing
 - Gabelli School of Business at Fordham University, B.S. Public Accounting & Finance 1987
 - Series 7, 63 & 65
 - Life & Annuity Insurance

Business Experience
 - 2002-Present: R. Seelaus & Co. (Summit, NJ), Retirement Distribution Specialist
 - 1994-2002: FIA Capital Group, Inc. (Parsippany, NJ), Financial Advisor

Services
 - 401k Rollovers
 - Asset Management
 - Lending Services
 - Insurance Services
 - Estate Planning
 - Wealth Management
 - Retirement Planning
 - Education Planning

 

How To Maximize Your Social Security Benefits
Joe addresses questions relating to Social Security and how you can maximize your benefits.