The Roth account, named after Senator William Roth, was established in 1997 as part of the Taxpayer Relief Act. Its concept was simple yet revolutionary: allow individuals to invest after-tax dollars, let the investments grow tax-free, and withdraw the money in retirement without paying another dime in taxes. Over the past few decades, Roth IRAs—and …
By Someone Who’s Made Mistakes and Learned a Few Things the Hard Way Dear future grandkids, If you’re reading this, first of all—hi! Secondly, congratulations on being awesome. I say that with total bias, of course, but also with great hope that a few life lessons I pass down might just stick. I don’t expect …
One of the most common misconceptions we encounter in estate planning is that it’s a one-time event—a box to check off, a document to file away, and something never to revisit. Nothing could be further from the truth. In reality, estate planning is a process that should grow and evolve as you do. Just like …
Libby Skolnik Budweg and Mike Elmore are investment advisory representatives of and provides advisory services through CoreCap Advisors, LLC. Skolnik Retirement Solutions and CoreCap Advisors are separate and unaffiliated entities.
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