If your teen made money last year, open a Roth IRA in their name.

College Planning, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownApril 1, 2019IRAs, Roth IRA, Kids, Investing, Financial Planning, College Planning, Financial Aid, tax planning, Gifting

Making a List, Checking It Twice?

Don’t let these year-end opportunities pass, be proactive with your to-do list.

Estate Planning: Evolve Beyond “Death & Taxes”

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.