RMDs (Required Minimum Distributions) are a necessary topic of conversation when dealing with retirement savings. This video from Castlepoint Advisor Ted Creegan, CFP®, will help you navigate the basics of RMDs.
What are RMDs?
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custodial Roth IRA
Castlepoint Blog: The Point
Brokerage Accounts for Your Kids
We all have reasons why we want to invest and plan for the future. In this Jake’s Take video, Castlepoint Partner Jake Weatherford, CFP®, discusses how to save for your children or grandchildren using 529 plans, UTMA & UGMA custodial accounts, and custodial Roth IRAs.
Authors
Kendall King
Jake Weatherford
Kristen Buchman
Drew Garner
Adam Lee
