Archives » Financial Planning

Think Annuity

I recently spoke asked my brother, who is a financial planner in Greenwich, CT, where his high net worth clients are putting most of their money these days, given that alternative investments (mostly hedge funds) have had their worst year ever and that conventional investments like stocks, bonds, and commodities haven’t fared much better, either. [...]

The IRA Decision: Traditional or Roth?

When looking at retirement plans, the IRA pops up frequently. But what types of IRA plans are there? The following is a list of the different Sacramento IRA plans you can consider in your planning:
The Traditional IRA. Simply put, contributions to a traditional IRA are deductible. You do not have to pay taxes on these [...]