Chartered Financial Consultant


Commentaries

Is it Time to Roth and Rollover?

The Basics Roth IRAs first became available in 1998. Unlike traditional IRAs, there is no immediate tax break. The advantage of a Roth is that the growth within a Roth …

Bob’s Quarterly Update Moves On

I’ve always loved newsletters: reading, writing and producing them. My last newsletter, Bob’s Quarterly Update (BQU), ran from Spring 1994 through November 2008. Forty five issues. I wrote my final …