When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA? The answer depends on several different factors that should be considered and discussed.
To assist in this conversation, we have prepared the “Should I Contribute To My Roth IRA Versus My Traditional IRA?” flowchart. This flowchart considers:
James Grennen is a Certified Financial Planner (CFP®) in Long Island who has over four decades of financial advisor experience, as well as being a U.S. Department of the Treasury certified Enrolled Agent.
Equally important, James is a fee-only special needs financial planner. That means your loved one will have a plan designed with their best interest in mind. Nothing more, nothing less.
By scheduling a call today, you’re taking an important first step in creating a safe and secure future for your loved one without compromising what your family has worked for.
Fill out the form to the right to schedule your no-cost, no-obligation confidential consultation today.
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