To pay off your mortgage or not to pay it off—that is the question. A rule of thumb is to retire your mortgage before retiring from your job, but is that the right plan for everyone. Castlepoint CEO Kendall King offers up valuable insights to help you make the decision that’s right for you.
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.