by Kendall King | Dec 14, 2022 | 401k, Financial Planning Basics, IRA, Kendall's Counsel, Retirement Savings & Income, The Point
Oh, what fun it is to save. Wrap up your 2022 financial and tax planning efforts and start preparing for a prosperous new year with these five smart tax-saving tips from Castlepoint CEO Kendall King.
by Jake Weatherford | Jun 7, 2022 | IRA, Jake's Take, Retirement Savings & Income, The Point
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.
by Jake Weatherford | Aug 4, 2021 | IRA, Jake's Take, Retirement Savings & Income, The Point
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage Accounts, and how they differ when related to 401Ks.
by Castlepoint Wealth Advisors | Nov 7, 2019 | In The News, IRA, Retirement Savings & Income
https://oklahoman.com/article/5646306/year-end-is-a-good-time-to-consider-roth-conversions
by Castlepoint Wealth Advisors | Apr 25, 2016 | In The News, IRA, Retirement Savings & Income
This article, written by Kendall King, showcase the benefits of Roth and Traditional IRA's and IRA conversions. Click to read.
