Is there an instance where you might have both a Roth IRA as well as a Traditional IRA? In many cases our clients actually end up with both. This is due to the old 401k's that they may have rolled over from previous employers that end up in their traditional IRA's. In this case we want to be sure to invest both accounts the same way. Both your rollovers into your IRA as well as your future contributions in your Roth IRA. This way the growth is the same and helps you get towards your retirement goals, but also you have some pre-tax as well as post tax money growing together.
We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.
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