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Smart Investing

Today, the average employee transfers, or moves jobs 11 times by the time they are 40 years old. This means that there is a lot of potential retirement income scattered all over the place. Once an employee leave there current position, they have no control over what the money is invested in, no way to contribute to those funds. Now is the time to consolidate all your investments under one consolidated statement. Give me a call today and we can get you back in charge of your investments!

Traditional IRA's and ROTH IRA's are very similar in nature but have distinct differences that can cause a major ripple once you strawing drawing on them in retirement. Click the link below to learn more about how to utilize both IRA's to maximize your taxable income today and in retirement.