How to Talk to Clients About Roth IRAs

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

I manage an $80K trust for a 15-year-old. How do I do deal with interfering relatives?

I plan to use the trust funds to contribute to a Roth IRA once my relative has earned income.” (Photo subjects are models.) - ...

Here’s how many Americans retire with a coveted $1 million nest egg, but is it enough? How to catch up if you’re behind

According to the Federal Reserve Survey of Consumer Finances (SCF), just 3.2% of retirees have reached $1 million or more in ...