Personal Finance FAQ's
This page was created to give you answers to common personal finance questions we receive. Contact us if we can help clarify anything!
retirement / investment
- What are the differences between a 401k, Traditional IRA, and Roth IRA?
- What is the “Backdoor” strategy for contributing to a Roth IRA?
- I’m self-employed...what retirement plan options do I have?
- What should I do with my 401k account now that I've left my job?
- What are Required Minimum Distributions (RMD's) and how are they calculated?
- What is a 529 Plan?
- Should I first save for my kids' college, or my own retirement?
- When can I begin receiving Social Security retirement income?
- What happens if I work while receiving Social Security?
insurance / estate planning