by TR-WEALTH | Feb 26, 2021 | blog, latest
A Roth IRA allows owners to establish tax-free savings for retirement with access to their contributions earlier should they need it. The terms used when describing Roth IRAs are very specific. It is essential to understand which dollars are tax-free and which dollars...
by TR-WEALTH | Feb 19, 2021 | blog, latest
529 Tuition Savings Plans Putting money aside for a child’s future college expenses is one of the most rewarding investments a person can make. When talking with clients about saving for college, one of the more common accounts discussed is state-sponsored 529 tuition...
by TR-WEALTH | Feb 5, 2021 | blog, latest
You work hard for your money and work even harder to save it. We believe that a tweet by a CEO or an article on Reddit should not wholly alter your investment account’s direction. But that is the risk you run when you have individual company stocks in your portfolio....
by TR-WEALTH | Jan 29, 2021 | blog, latest
The retirement stool is a metaphor that dates to the mid-1930s when Congress and President Franklin D Roosevelt was designing the Social Security Administration. Though the President never used this metaphor publicly when promoting the Social Security Act, he...
by TR-WEALTH | Jan 22, 2021 | blog, latest
What do cryptocurrencies and marijuana companies have in common? First, they are among the hottest topics discussed amongst retail traders. The media is fanning the fire, sending company stock prices like Aphria (NASDAQ: APHA) and digital currencies like Bitcoin (BTC...
by TR-WEALTH | Jan 8, 2021 | blog, latest
Many questions have arisen about the stimulus checks that were sent out to Americans this past year. Most of the stories we hear are of people not receiving a stimulus check or receiving less than the full amount, despite their income being negatively affected by...
