Your Biggest Expense is Your Retirement
Do you have former employer 401k plans or IRA's invested in different places?
That usually indicates a non-cohesive investment plan. Contact us to for a consultation and review.
Do you have a plan for retirement?
Do you know what your goals are for retirement?
Your answer should be yes. If not, you need to implement a plan to know when retirement will be the most feasible.
Do you know you can contribute to a ROTH IRA regardless of your income? There may be a way for you do contribute, tax free growth, tax free distributions. Call to find out how.
ROTH IRA's are one of the best investment tools available for estate planning too.
The IRS has privately ruled than an estate will not include in its gross income the value of an inherited individual retirement account (IRA). Only the heirs will will include the IRA distributions in gross income when received. Further, the inherited IRA, although it may be divided into separate accounts for investment purposes, is treated as a singe IRA for all purposes.