The Benefits of Making Roth Contributions If you are currently working to save for retirement, you may be wondering what types of accounts are most advantageous. While it’s wise to invest in several types of accounts, including employer-sponsored retirement plans, traditional IRAs, and after-tax accounts, I believe the most advantageous is the Roth IRA because ... Read more| Creative Planning
A Case Study In this case study, we get to know John and Jane Sample, ages 63 and 61, who are in their prime earning years and have their eyes set on retirement. Join us as we follow the Samples through their introductory experience with Creative Planning. John and Jane Sample are ready to retire. ... Read more| Creative Planning
Perhaps you want to address the fact that your family members have different needs or abilities. You may not have a partner or children, but perhaps you have philanthropic goals or wish to provide for a dear friend or beloved pet. Most distributions are possible with the right planning.| Creative Planning
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