The LEARNING library

Everyday Q & A

As you can imagine, client questions have intensified as the market changes direction…again! There is always a dance between planning and pivoting. Financial planning requires us to be measured with both. We have the privilege of sitting with you week to week. We get to listen to your concerns, evaluate your options and focus on opportunities.
Today, Shea will ask your questions and Heidi will answer. Our discussion will include Ed Slott’s “Battle of the Roth Options” to help clarify the difference between a Roth IRA vs. a Roth 401(k). While we’ve mentioned it in passing before, we’ll dig a little deeper this week!
Tune in and take control.