Sterling J. Searcy, Jr.

Question – “What is the difference between a Traditional Individual Retirement Arrangement (IRA) and a Roth Individual Retirement Arrangement (Roth IRA)?”

Welcome to the final couple of months of 2021! Before we close this year, let’s make sure we optimize your finances with the following checklist. Please, contact your advisor for specific guidance.

Odds are, you arrange your “to do” list to align with the order of the day. For example, your “To Do” list may look like the following: