Randall J. Roethel, CLU®, ChFC®
Sr. Financial Representative
Principal Securities Registered Representative
Investment Adviser Representative
Email: Randall@RoethelFinancial.com
Timothy J. Harrison, CFP®, AIF®, CRPC®, ChFC®
Financial Representative
Principal Securities Registered Representative
Investment Adviser Representative
Email: Tim@HarrisonFinancial.com
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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Use this calculator to determine whether you qualify for the different types of IRAs.
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Use this calculator to estimate how much income and savings you may need in retirement.