The Financial Quarterback™

  • Home
  • About
    • About YOU
    • About ME
    • Our Process
    • Our Comprehensive Team
    • Our Fees
    • Have Richard Speak
  • Events & Courses
  • Your Next Step
  • Resources
    • Retirement Education
    • Investor Education
    • Free Downloads
    • Read My Books
    • Receive Our Monthly Newsletter
  • Blog
  • Contact
  • (407) 622-6669

The Mysterious Roth – Part 1

November 20, 2009 by Richard E. Reyes, CFP®

With the changes that are coming in 2010, I thought it would be a good idea to demystify the Roth IRA. Part 1 covers the basics of a Roth IRA.

Read our Investor Awareness Guide and listen to our The Seven Deadly Investor Traps that Destroy Your Wealth and the Three Power Strategies to Fix Your Portfolio Fast! These materials will equip you with the information you need to begin putting your investment experience back on track. Get them here.

Filed Under: Coaching, Financial Planning, Financial QB TV Videos, Retirement, Roth IRA, The Stock Market, Using A 401(k)

  • Facebook
  • Linkedin
  • Twitter
  • YouTube
game-plan-20428923
Call: (407) 622-6669 financial quarterback

sidebar-book-reyes-101truths-1Get a SIGNED copy of The Dirty Filthy Lies My Broker Taught Me & 101 Truths About Money & Investing

Tips and insights from Retirement Planning Experts

 

 

Never worry about retirement income again!

 

 

sidebar-book-reyes-101truths-1Receive our popular print monthly Newsletter – what you really need to know [SIGN UP]

Recent Posts

  • Carving Out & Sleeping Well
  • Feel Like Lying to the IRS?
  • That Pesky Tax
  • Coming Up Short
  • When You Need to Call

Blog Topics

Are We the Right Fit for You? FIND OUT . . .

Call (407) 622-6669
Send An Email
Schedule a meeting
Email Newsletter Sign Up

Recent Posts

  • Carving Out & Sleeping Well
  • Feel Like Lying to the IRS?
  • That Pesky Tax

Blog Topics

Quick Links

About YOU
About ME
Our Process
Have Richard Speak
Privacy Policy
Legal

  • Facebook
  • Linkedin
  • Twitter
  • YouTube

Contact Us

Richard E. Reyes, CFP®
The Financial Quarterback™
Wealth & Business Planning Group, LLC
125 S. Swoope Ave., Suite 109
Maitland, FL 32751

PH: (407) 622-6669
FAX: (407) 599-9243
Email: info@TheFinancialQB.com

Copyright The Financial Quarterback™ • CFP ® CERTIFIED FINANCIAL PLANNER ® and the CFP symbol are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Boards initial and ongoing certification requirements. Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC [The Financial Quarterback™] is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC [The Financial Quarterback™]. Depending on your state of residence, Wealth and Business Planning Group, LLC [The Financial Quarterback™] may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers. • [webdesign]