Roth IRAs

Retirement savings for the self-employed

Retirement Planning if You’re Self-Employed or a Small Business Owner

by Sophia Bera September 27, 2017

Many people refer to retirement savings plans as “401(k)s” even if they’re not, because so many financial advice articles out there focus heavily on 401(k)s. The reality is that there are a variety of ways to save for retirement, and the options you choose can depend on what kind of company you work for, or […]

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Roth IRA

Hacking Your Roth IRA

by Sophia Bera July 12, 2017

You know the often-suggested retirement savings checklist: If your employer offers a 401(k), contribute enough to get a match. Max out a Roth IRA if you qualify. Go back to your 401(k) and work toward contributing the maximum of $18,000 per year. Generally, you fund these accounts for the long-term, because early withdrawals can lead […]

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Roth IRAs

The Ultimate Guide to Roth IRAs

by Sophia Bera January 19, 2017

One of the best things young investors can do to ensure their future financial freedom is begin saving for retirement as early as possible. I recommend Roth IRAs to many of my clients and friends, because the way they work can be especially beneficial to young professionals. You might have a Roth IRA account set […]

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