With summer fully underway, the job market is flooded with teens working seasonal jobs. While most just want to cover their summer expenses, Castlepoint CEO Kendall King explains a simple investment strategy that can turn that summer cash into a million bucks. And all it really costs is time.
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.
After the second-worst start to a year since 1932, everyone’s hoping for the market to come from behind like Rich Strike in the Kentucky Derby. Unfortunately, there’s no way to determine when a market crisis will turn around. Castlepoint CEO Kendall King offers some smart moves you can make right now to put yourself in a better position when the downturn ends.
The deadline for filing 2021 taxes is fast approaching, but there’s still time to boost that refund. From IRAs and SEPs to HSAs and 529s, Castlepoint CEO Kendall King offers up some last-minute tips to help you cash in on 2021.
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage Accounts, and how they differ when related to 401Ks.