Ep 16: 401(k) Rollovers
On This Episode: The 401(k) is one of the most [...]
Ep 15: Traditional Vs. Roth
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine which one is best for you based on who you are.
Ep 4: Tax Planning
Every year we are required to file our taxes, but many people overlook tax planning for the future. Joe and Mike talk to us today about the importance of having a tax-efficient plan and some strategies they use in their practice.