Mr. Roth can also help with transferring gifts to your heirs, setting up your first emergency reserve account, and paying for a new house or college expenses. But don’t ask him to iron your clothes. That’s where he draws a line.
Tax-free saving for retirement is only one of the many talents offered by Mr. Roth. If you have yet to become fully acquainted, consider this your formal introduction and start getting to know Mr. Roth today.