StampNotes

Blog, Commentary, And News

The Power and Flexibility of the Roth IRA

By Josh Weller \ September 19, 2020
Difference-Between-Traditional-and-Roth-IRA

Josh takes a break from Sustainable Investing to describe the primary differences between the Traditional and Roth IRA. The focus is on the benefits and flexibility of the Roth IRA—possibly the most powerful retirement planning tool for most investors. TRANSCRIPT: Hey, it’s Josh Weller here. It’s Roth IRA Awareness Month at Cary Stamp & Company,…

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How to Lower Your Taxes in Retirement with Roth IRA Conversions

By Cary Stamp \ September 16, 2020
Roth IRA Conversion Strategy

Leading financial advisor based in Jupiter, FL, Cary Stamp, CFP®, shares the Roth IRA conversion strategy that many people are unaware of, but can make a huge difference on taxable income in retirement. This is especially important if you’re within a few years of retirement or if you’re in that gap between the time that…

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Roth IRAs for Beginners

By Frank Francese \ September 16, 2020

Roth IRAs are a Crucial Tool for Lowering Taxes in Retirement. Roth IRAs are after-tax retirement accounts, in contrast to traditional IRAs and most employer-sponsored retirement plans such as 401(k) programs that are tax-deferred accounts (pre-tax contributions). Because of the unique tax structure, Roth IRAs have several advantages. First, what is an IRA? IRA is…

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