A self-directed retirement account could be an IRA, Roth IRA, 401(k), Roth 401(k), Pension Plan, SEP or even an HSA or Coverdell or College IRA. Any of these accounts could be moved from a traditional ...
Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...
As part of an ongoing series, Retirement Daily is asking AI chatbots like ChatGPT to answer personal finance questions. The ...