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.
custodial Roth IRA
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.