401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement options. In this Jake’s Take video, Castlepoint Partner Jake Weatherford discusses the uses and advantages of a retirement savings technique called a backdoor Roth IRA conversion.
Retirement Savings & Income
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage Accounts, and how they differ when related to 401Ks.
Q&A with Jake Weatherford: To draw Social Security benefits, recipients need at least 10 years of work
This article, written by Kendall King, showcase the benefits of Roth and Traditional IRA's and IRA conversions. Click to read.