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Fringe Benefit Group
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Retirement Solutions Specialists
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New York City District Council of Carpenters Benefit Funds
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Strategic Uses for Roth IRAs Beyond Retirement
Journal of Accountancy 
Aug. 3, 2022 "[By] virtue of favorable tax rules and early-withdrawal exceptions, a Roth IRA can serve as a backup vehicle for pursuing multiple savings goals, when necessary or with strategic planning.... The ideas presented in this article can help ease the inherent conflict among savings priorities for those who don't have enough financial bandwidth to save for multiple goals at once, but who want to set themselves up to have the most flexibility in their future choices." |
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