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Insights from the Experts

A cornerstone of growing financial confidence is first building financial literacy.  From learning about what types of investment accounts are available, to what you should consider when saving for education, to what's important when looking at your estate plan, and what the tax consequences are of all those decisions! 


Financial literacy for women is especially needed as more women are in charge of their finances and starting businesses of their own. Read along with our experts as we aim to bring about a paradigm shift in how women view themselves and their ability to build wealth, for their own benefit and for those that they support.

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What is…a Roth IRA?

So we’ve got our apple carts all lined up, and now we’re looking at the Roth IRA apple cart. This cart is special, because it has tax benefits that you don’t get with the other carts (Traditional IRA, regular Brokerage account, even a Money Market account). You have to pay taxes before contributing to the Roth IRA, but when you follow the distribution rules laid out by the IRS the withdrawals are completely tax free later on!

Investing Retirement Funding Tax Planning What Is...?
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What is…a Traditional IRA?

“IRA” stands for Individual Retirement Account, and there are all different kinds of IRAs depending on what you’re trying to accomplish. We’re not going to go through all of the types of IRAs in this post, though, we’ll break it down and start with the Traditional IRA. First, an IRA isn’t an investment, so opening one and throwing money into it won’t automatically mean it’s going to grow when you hear someone on the news say “The Dow hit a new all-time high today!” (We’ll talk about what “The Dow” and “The S&P 500” mean later.) Instead, think of an IRA as an empty apple cart. In fact, all your accounts are empty apple carts!

Investing Retirement Funding What Is...?
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What is “What is…”?

You’ve heard over and over how important it is to save for retirement, save for education, save for a rainy day, and invest those savings so they aren’t sitting in a savings or checking account earning absolutely nothing (seriously, 0.05% interest or less at times? Not helping).

What Is...?
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