by Joseph Esposito | Oct 30, 2018 | IRA & RETIREMENT PLANNING
Since it was first introduced as part of the Tax Relief Act of 1997, the Roth IRA has been immensely popular, particularly for individuals who expect to have the same or a higher marginal tax rate in retirement. Unlike the traditional IRA, a Roth IRA is funded with...
by Joseph Esposito | Jun 5, 2018 | IRA & RETIREMENT PLANNING
A 401(k) is an extremely valuable benefit to any job. But what happens when you leave your current employer? What are your alternatives with respect to the money you have contributed to your retirement plan? Your Options with Your 401(k) When You Change Jobs A plan...
by Joseph Esposito | Apr 24, 2018 | IRA & RETIREMENT PLANNING, Retirement Funding
Choosing an Appropriate Option for Your Retirement When you’re planning for your retirement, you discover a wide array of vehicles to help you plan for your golden years. Here are some of the most common types of retirement plans, with a discussion of the...
by Joseph Esposito | Apr 13, 2018 | IRA & RETIREMENT PLANNING
You’ve decided it’s time to start contributing to an Individual Retirement Account (IRA),but you’ve heard about traditional IRAs and Roth IRAs and need to know the basic differences between the two, so that you can determine which vehicle is...