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By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
I Love Roth IRAs and Roth Conversions!
In this 5-minute read, find out why this CERTIFIED FINANCIAL PLANNER™ professional’s favorite investment is a Roth IRA (it has to do with taxes). Then, find out how easy it is for you to get one!
Click the button to read Joe's Kiplinger article now:

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
I Love Roth IRAs and Roth Conversions!
In this 5-minute read, find out why this CERTIFIED FINANCIAL PLANNER™ professional’s favorite investment is a Roth IRA (it has to do with taxes). Then, find out how easy it is for you to get one!
Click the button to read Joe's Kiplinger article now:

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
2 Alternatives to Required Minimum Distributions
Instead of over-tipping Uncle Sam when he comes calling at age 72, do this instead: Take 2 minutes now to learn about 2 smart workarounds!
Click the button to read Joe's Kiplinger article now:

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
2 Alternatives to Required Minimum Distributions
Instead of over-tipping Uncle Sam when he comes calling at age 72, do this instead: Take 2 minutes now to learn about 2 smart workarounds!
Click the button to read Joe's Kiplinger article now:


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Are you paying too much in taxes in retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including the different types of retirement accounts, why tax laws are ever-changing, and options for tax deductions in retirement.
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.