IRA Planning with the SECURE Act

IRA Planning with the SECURE Act

June 2022 issue IRA Planning with the SECURE Act  By Kent A. Fitzpatrick, AIFA, GFS In the January 2022 issue, we wrote about the anniversary of the SECURE Act and some planning ideas related to IRAs (Individual Retirement Accounts). As we shared in a recent...
Is a Roth IRA a Good Fit for You?

Is a Roth IRA a Good Fit for You?

This information above is printed with permission of Vanguard Funds (877-662-7447). It is part of a larger article, which includes a handy side-by-side comparison of Roth vs. Traditional IRAs. For the complete article – including the comparison table – visit your...