Where Is The Best Place To Set Up A Roth IRA?
- 37376 POINTSview profileDavid G. Pipes, CLU®, RICP®Business Development Officer, T.D. McNeil Insurance Services, Fresno, CaliforniaA 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, 2014flag this answer
- 21750 POINTSview profileJim WinklerCEO/Owner, Winkler Financial Group, Houston, TexasThat 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, 2014flag this answer
Did you find these answers helpful?
Yes
No
Go!
Add Your Answer To This Question
You must be logged in to add your answer.