In the News

Title

Consider a Roth IRA for Your Client’s Emergency Fund to Boost Savings

Document Type

Article

Publication Date

9-27-2016

Abstract

Clients planning for retirement often need assistance from a financial advisor in the area of risk management. In addition to helping clients with the usual list of suspects-diversifying their investments, examining their spending habits, and purchasing insurance — you may want to take a closer look at the development of an emergency fund.