Roth IRAs Part 3: Planning for Each Stage of Life
In Part 3 of our Roth IRA series, we talk about each stage of life and how to incorporate your Roth IRA into planning.
Enjoy this collection of news and insights from our team at American Trust.
In Part 3 of our Roth IRA series, we talk about each stage of life and how to incorporate your Roth IRA into planning.
In Part 2 of our Roth IRA series, we discuss a few tips and techniques to help maximize the Roth IRA experience.
Periodically we like to remind readers of the benefits of a Roth IRA and extoll its virtues as a means for building and transferring tax-free wealth. Read Part 1 in our Roth IRA blog series!
I was recently talking with a good friend and mentor of mine about family and parenting. My friend has four children who are all very mature, responsible and hard working. I look at his kids and think he’s figured out the secret to parenting…..and I want to know what it is!
It all begins with open and honest communication. I encourage each partner to share any issues or fears they have about managing their finances.
Pay off debt or save? Significant thought needs to be given to what the debt costs you (in interest) versus what you gain by adding more to your savings…
Like a complex recipe, planning for retirement can have a lot of ingredients with a lot of instructions. To enjoy a successful retirement, you need all the ingredients, in the right amounts and in the correct order.
Retirement plan advisors must help sponsors see the full value picture, not just the cost, of services that will best help them achieve their goals.
The distinctions between a 3(21), 3(38) and Discretionary Trustee boil down to different service models and the amount of fiduciary protection each provides...
The information presented is the opinion of the author. The author’s opinion is not necessarily shared by American Trust. Data and analysis presented are subject to change due to changing circumstances. Additionally, neither American Trust nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither American Trust nor the author is responsible as an expert for what readers do with the information presented. American Trust and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.