Why You May Need A Roth IRA, Part 2 - podcast episode cover

Why You May Need A Roth IRA, Part 2

Jul 14, 202048 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Why You May Need a Roth IRA, Part 1 Have you ever wondered what a Roth IRA is? Have you ever wondered if you might need one? This week, join Alyssa McNamara Reed,, CFP® and her husband and business partner Kirk Reed,CFP® for a lively discussion about Roth IRAs and why you may need one as part of your retirement plan. Alyssa McNamara Reed, CFP® is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/
For the best experience, listen in Metacast app for iOS or Android