Tax Diversification

by Mack Courter on

My last newsletters have covered the three categories that all investment accounts fall into.  Today, I’m going to sum it all up and give you the bottom line. 

The Three Categories are:

  1.  Tax-deferred.  The main example is the Traditional IRA.  But other types include Traditional 401(k) and 403(b)s...

Roth IRAs: Good Things Come to Those Who Wait

by Mack Courter on

Today, I’m going to cover the hottest vehicle for retirement saving.  It’s the Roth IRA.  Despite being around since the mid 90’s, Roth’s still confuse a lot of people.  Today, I’m going to give you what you need to know about them. 

We all know someone who it seemed would never tie the knot.  They...