This quarter’s edition of Paragon Perspectives discusses mistakes to avoid in your Individual Retirement Account and some simple steps for late contributions.
Individual Retirement accounts (IRAs) have been great savings devices for many individuals. Contributions have been limited to several thousands of dollars per year; however, rollovers of corporate retirement plans into self-directed IRAs have resulted in significant dollar values in many IRAs. Because many individuals have significant amounts in IRAs, we discuss some of the planning issues involved with IRAs in this quarter’s issue of the Paragon Perspectives Newsletter.
Please contact us if you have questions about your IRA or company retirement plan, the asset allocation therein, and required minimum distribution.
Wm. Jene Tebeaux CFP® CFA® CAIA®
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