The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s also make Roth IRA contributions. Today, Paul and his team talk about why funding a Roth IRA is a powerful tool in your investment future. Listen along to hear how these accounts can be used to create advantages in retirement, even if tax law changes. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
“Just Do These 5 things”: A Product Pitch Disguised as an Educational Article
November 20, 2024
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”