Surevest In the Media

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From the Blog

Weekly Insight: ROTH vs. Traditional IRA

I must be living in a bubble. I thought everyone had a least one IRA or qualified retirement account. Most people I meet have more than one, yet it turns out that only 53% of households with people age 55 and older have a retirement account such as a 401(k) or IRA. This leads me to believe that most Americans are not reading my blog 😊. Okay, I admit that the general population is not as focused on retirement planning…

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