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BY PATRICK VOLK, Mar 31, 2017
The difference between a Traditional IRA and a Roth IRA is whether you’ll receive a tax deduction today (Traditional IRA), or receive tax free distributions in the future (Roth IRA).Currently, one of the primary arguments for a Roth IRA is that taxes will most likely be higher in the future due to…
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BY PATRICK VOLK, Mar 26, 2017
It’s an honor to be highlighted as one of Betterment Institutional’s Advisor Success Stories. Check out our full case study on the Betterment website here.Being at the forefront of a good idea does get attention. InvestEd is offering a fixed, low advisor fee with no hidden charges, commissions, or…
BY PATRICK VOLK, Mar 2, 2017
Recently in the news, you may have heard about the repeal of Dodd-Frank. The Dodd-Frank, Wall Street Reform and Consumer Protection Act are federal laws that were created to reform Investment banks and provide consumer protections, to avoid a repeat of the 2008 meltdown. One important aspect of…