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Roth iras are ways for individuals to pay taxes first and then take out money for retirement that is needed in a tax-free basis. Work with a financial adviser or a qualified plan specialist on a Roth IRA withhelp from a registered financial consultant in this free video on investments and personal finance. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace. Filmmaker: Reel Media LLC

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Estimating how much is needed to retire is a complex problem that usually requires an online tool or hired services. Learn some simple steps for calculating a retirement fund with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu


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Here is a video from Julie Asti, CFP, a financial planner for Asti Financial. She goes over two ways to buy stocks:

  1. Using a dividend reinvestment plan or DRIP offered by Fortune 500 companies.
  2. Using  a discount brokerage.

Take a look and give us a call if you have questions and we will set you up with a professional specializing in these methods of investing.

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Here is a video from Sunwest Trust , 800-642-7167,  a Self Directed IRA Custodian we have worked with from time to time. Contact us to see if they may be an option for you.

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