The purpose of a financial checkup is to help assess whether a client’s desired lifestyle is likely to be affordable under current or changing … [Read more...]
Retirement Saving Options for Self-employed
Retirement Saving Options for Self-employed
As a self-employed individual, you have many of the same options to save for retirement as employees participating in company plans. Each of these … [Read more...]
A Custodian Roth IRA for the Teen in Your Life?
A Custodian Roth IRA for the Teen in Your Life?
My teenager has a summer job! It is time to consider opening a custodian Roth IRA for him/her. It is a great way to teach young people … [Read more...]
Roth IRA Conversion in a Bear Market
Roth IRA Conversion in a Bear Market
In a bear market, traditional IRA accounts holding individual stocks may have a number of depressed securities. For tax purposes, this … [Read more...]