ReShelle Barrett, CFP® I tend to get the question “How will the market react if so-and-so wins” often in presidential election years. If I had a crystal ball (and I have one on my desk but it actually only looks pretty), I would be able to answer that question. Even with historical statistics, no one […]
Inheriting an IRA
Estate Planning, In the NewsReShelle Barrett, CFP® The term “IRA” tends to be used fairly loosely. Although most investors know that it means individual retirement account (or sometimes annuity), many don’t realize there are multiple types of IRAs which are similar on one hand but can be very different on the other. Types of IRAs include traditional, Roth, SIMPLE, […]
