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If you are a young professional and have maximized the amount you can put into a 401(k), without question it makes more sense to do a Roth IRA," says Cheryl Creuzot, president and COO of the Associates in Financial Planning Group in Houston. a broker-dealer, CPAs can become registered representatives; Terra Insurance Services allows affiliates to sell insurance products; and Terra Financial Planning Group is a registered investment adviser that enables CPAs to become investment adviser representatives, working on fee-based investments. Prior to Saxo Bank, Rosenstreich was a marketing and portfolio manager for Rose Stevons & Company/ Myles Financial, a financial planning group in Florida, N. |
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