Available for Interviews: Lauren Oschman
Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.
What Lauren Oschman can say in an interview on
Roth Retirement Accounts:
As a financial advisor, I’ve spoken with a number of investors recently who are not funding Roth accounts. When I ask why not, they say they were under the impression that they don’t qualify. As Roth gets more attention and we hear more talk of Biden tax increases, I want to make sure everyone knows that there are more ways to fund a Roth than they think, and one may work for them.
Continue reading “Think You Don’t Qualify for a Roth? Think Again! “