Tag - Brad Singer

Roth IRA

Roth IRA ‘five-year rule’ can trigger an unexpected tax bill: Here’s what you need to know.   It’s especially important to understand how each type of IRA works when it comes to things like contributions, tax deductibility, and withdrawals, since these features can affect your finances now and down the road.   Roth IRAs are a type...

What Is a Financial Plan?

By Brad Singer A financial plan creates a roadmap for your money and helps you achieve your goals. Financial planning can be done on your own or with a professional. A financial plan is a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to achieve those goals. Good financial planning should...