Retirement
Traditional vs Roth IRAs: What’s the Difference, and What’s Right For Me?
Traditional IRAs vs Roth IRAs If you’re just starting to think about planning for retirement, you’ve probably heard a lot about IRAs, or Individual Retirement Accounts. People tend to talk about two kinds of IRAs– the traditional and the Roth IRA. While these two accounts might seem similar, they have some key differences that can…
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From The Daily Camera: CU Boulder study finds lack of financial planning leads to higher risk of death
The Daily Camera recently published an article about a study from CU Boulder about the link between a lack of financial planning and the chance of a premature death. Author Olivia Doak said, “People who don’t plan financially for their future have an increased risk of dying prematurely, according to new University of Colorado…
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What should you do with your old 401k?
What should you do with your old 401k? –Jennifer Baham, CFP™ You’ve left your job and now have a 401k plan that you can no longer contribute to. What should you do with it? You have several options to consider: Roll over to an IRA – this preserves the tax-deferred status of the assets, without…
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Retirement Questions? Ask a CRPC!
Ever wondered what a CRPC (Chartered Retirement Planning Counselor) is? Harbor sits down with our own Carolyn Rice, CRPC, to find out. Harbor Wealth Management: Hi Carolyn, thanks for being with us today. Can you tell us a little bit about your role here at Harbor Wealth Management? Carolyn Rice: I’m a Client Service…
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