One of the most common questions I hear from clients is whether they should invest in a traditional IRA or a Roth IRA. Let’s start with an understanding of the difference between the two. The biggest difference between a traditional IRA and a Roth IRA is when you pay taxes. I like to think of it…
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Please join us at our next Fireside Chat on “Ten Tips for Financial Success” on Thursday, May 12th from 7:30 am – 9:00 am at our Pinnacle Financial Concepts, Rockrimmon offices. This is a great opportunity to broaden your financial knowledge in a relaxed group setting. Please RSVP with Judy at 260-9800. Coffee and donuts will be served.
Get your “Consumer Guide to Financial Self-Defense” just published by the Certified Financial Planner Board of Standards. This guide contains several real-life examples of fraud and unethical practices and a self-defense guide on how to avoid becoming a victim. The guide is available at www.cfp.net/financialselfdefense/.