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Case Study: Withdrawing from a Roth IRA
Manage episode 425585985 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP® provide advice to an investor who is anxious to save for retirement with a Roth IRA, but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA.
Read the Article: https://www.henssler.com/navigating-financial-setbacks-is-a-roth-ira-the-answer
447 episoder
Manage episode 425585985 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP® provide advice to an investor who is anxious to save for retirement with a Roth IRA, but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA.
Read the Article: https://www.henssler.com/navigating-financial-setbacks-is-a-roth-ira-the-answer
447 episoder
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