You dont always have to be investing for retirement. Many of us lack the commitment to invest for retirement given that it is so far in the future. Using a Roth IRA, many of our clients have short term goals in mind for that vehicle. A home purchase, returning to school, or other plans in the short term are a great reason to choose the Roth IRA.
We are a wealth management firm that specializes in improving on the traditional buy and hold approach. To use a simple analogy, we do this by treating ones retirement investments as if they were real estate.
For more information call us at 727.492.0314 or visit
www.JazzWealth.com
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Investment related questions 📧 Dustin@JazzWealth.com
Business Affairs 📧Carolyn@JazzWealth.com
