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Top related persons:
Adam Scherer - 2 Scherer - 2 doesn't - 2 Get - 2 Roth - 2 I'm - 1 it's - 1 I'd - 1
Top related locs:
Wall Silicon
Top related orgs:
Service - 2 Roth IRA - 2 Greenbeat - 1 Roth - 1

Search resuls for: "Adam Scherer"


2 mentions found


☆ I worked hard to clean up my finances in my 30s, but a financial planner says I'm still making 5 expensive mistakes
  + stars: | 2023-09-09 | by ( Jen Glantz | Stephanie Hallett | Read More | ) www.businessinsider.com   time to read: +7 min
I made a ton of money mistakes in my 20s and have been trying to clean things up. I finally sat down with a financial planner, and he pointed out five mistakes I'm still making. I had spent most of my 20s making all kinds of money mistakes (from not saving for retirement to racking up credit card debt). I'm making this mistake because I'm not sure what else to do with that money and I'm scared to lose it. "To do so, you'd open a traditional IRA account and a Roth IRA account, then make 'nondeductible traditional IRA contributions' and convert the funds over to the Roth IRA."
Persons: I'm, Adam Scherer, Scherer, it's, doesn't, Get, I'd, Roth, we've, we're Organizations: Service, Greenbeat, Roth IRA, Roth Locations: Wall, Silicon
☆ I want to retire a millionaire, so I showed my portfolio to a financial planner and he said 4 mistakes are holding me back
  + stars: | 2023-09-02 | by ( Jen Glantz | Stephanie Hallett | Read More | ) www.businessinsider.com   time to read: +6 min
I want to retire a millionaire, so I asked a financial planner to look at my strategy so far. He said I need more tax diversification and income streams, and a plan for retirement income. He told me I need to contribute to my retirement account more often, not randomly throughout the year. That's why I found a financial advisor: I asked financial planner Adam Scherer to review my retirement portfolio and tell me if I'm on track to retire as a millionaire. To begin figuring out this strategy, Scherer recommends using a retirement calculator or working closely with a financial planner.
Persons: I've, Adam Scherer, Scherer, Roth, doesn't, Get Organizations: Service, Roth IRA Locations: Wall, Silicon
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