We have all heard of a Roth IRA account, but many of our clients have not heard of all of the benefits. You’ll remember in episode #5: The Tax Triangle, we mentioned Roth IRA accounts while talking about the “Tax-Free” bucket. Today, we’ll deep dive into Roth IRA accounts and list the top reasons to invest in one.

We love to celebrate our doctors every day. Throughout this last year, we have celebrated some awesome highs and seen some unimaginable lows alongside our clients and their families. We’ve come to think of many of our clients as family and find ourselves so privileged to work with them every day. For that reason, we wanted to take some time today to share why we started working with doctors and why we continue to assist them with achieving their financial goals.

Many of our doctor clients have inherited an IRA from a parent or other family member, and many have even more than one IRA. Because of this, there are 6 specifics that every doctor should know whether they have inherited one or are naming a beneficiary for their own.