ROTH IRAs: TO DO OR NOT TO DO

16 Oct 2024 by Alina Carlson, CERTIFIED FINANCIAL PLANNER®

While speaking to many of our clients, I've found Roth IRAs have been somewhat of an enigma. What's not often discussed are the potential ways in which a Roth IRA can be used as a tool for yours/your children's long term financial success. Depending on multiple factors, you may be able to lessen your overall tax burden and contribute more tax-friendly dollars.