Traditonal vs. Roth IRAs: How to Choose

by Marylove Moy 23. January 2014
One of the most frequent questions asked to our 1st Mariner Financial Advisers is regarding the choice of a Traditional or Roth IRA*. It is complicated... At first glance, the Roth IRA is very appealing since it offers the long term investor the ability to withdraw funds TAX FREE (after age 59 ½, a holding period of 5 years or for very specific exception situations). Investors must bear in mind that the Roth does not offer the possible tax deduction of the Traditional IRA. In reality, it... [More]

Stolen (and Late) New Year's Resolutions

by Renee' Anderson 8. January 2013
It's January 8th, have you made any progress with your New Year’s resolutions? With everything to do surrounding the holiday, it took me until now to really think about resolutions for the New Year. Well, if I’m being honest, I actually just stole some resolutions that I heard from my family members! If you’re like me, and have yet to take the time to come up with a New Year’s resolution or two, consider some of mine: Resolution #1 (Stolen from My Sister): Do not use my p... [More]


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