Casey Hall, CFP®, CRPC®
Summary of Legislation by FMP Wealth Advisers Congress passed the Tax Cuts and Jobs Act on December 20, 2017. We have reviewed the details of this new legislation and summarized in this document the items we believe to be of most impact and interest to our clients. In favor of brevity, we have not included...
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Traditional IRAs and Roth IRAs have similarities and differences. Some people may wonder which account type is better, but no answer applies universally. Which account to use depends on the personal financial situation and goals of the individual. People who are considering using an IRA should evaluate the features of each so they can determine...
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