1. 37376 POINTS
    David G. Pipes, CLU®, RICP®
    Business Development Officer, T.D. McNeil Insurance Services, Fresno, California
    A Roth IRA can be established in many places.  Some of the people handling the transaction know very little about the plan.  I would recommend that you get a referral to someone who has some training and background in retirement income planning.  That person can do more than handle the papers; they can help you become successful.
    Answered on August 1, 2014
  2. 21750 POINTS
    Jim Winkler
    CEO/Owner, Winkler Financial Group, Houston, Texas
    That is a great question! I think that it is great that you are looking into a Roth IRA for your retirement planning. They are really good vehicles for saving, and leveraging your tax burden when you are retired and needing income. You can find one offered at pretty much any bank or credit union, but look at several, and where your choices for allocations can go. Have somebody knowledgeable help you, ok? Thanks for asking!
    Answered on August 4, 2014
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