Is ROTH or a traditional IRA better for me?

A ROTH IRA is a great way to receive tax-free income in the future. An IRA is a great way to defer your taxes and be able to invest for your retirement. There are many factors that could impact the decision whether you should or should not. The only way we’ll be able to give you answers and to understand which is better for you is by having a one-on-one no-obligation conversation with one of our specialist to understand your specific situation. Call (310) 824-1000  or click here to set up your one-on-one conversation.

Can I have multiple IRAs?

You can, but your contribution will vary depending on your situation. To discuss the maximum amount you can contribute, chat with a specialist right now.

When do I have to start my Required Minimum Distribution?

You must take your RMD at 70 1/2 years old. Your RMD is extremely important because you will be penalized heavily if you miss your distribution. Your distribution calculation varies depending on your specific situation. Set up a quick call in order to figure out how much you need to take out.
To set up your time, call (310) 824-1000  or click here.

If you have a specific question that wasn’t answered above, feel free to give us a call at (310) 824-1000  and we’ll help you get the answer you’re looking for.