The Bristol Press – SENIOR SIGNALS: Retirement Savings vs Other Assets; how to make the most of your wealth

As a elders attorney and estate planner, I have found that a large percentage of my clients’ wealth is invested in retirement plans. I have reviewed many pension plans with different sets of rules. These plans include Annuity, Profit Sharing, 401(k), IRA, Roth IRA, SEP-IRA (Simplified Employee Retirement Plan), Simple IRA, 403(b) and 457. When … Read more