Articles

  • 1 week ago | due.com | Jeff Rose

    The IRA is a cornerstone for many, allowing you to build a nest egg with investments that fit your risk profile. You pick the financial institution; you manage the investments. In other words, it’s your retirement, your way. However, you should look closer at Roth IRAs to maximize your long-term financial security. Why the buzz around Roth IRAs? It’s all about the tax advantage. Although you contribute after-tax dollars, there is no tax deduction upfront.

  • 1 month ago | entrepreneur.com | Jeff Rose

    As a CPA, I often hear this question. A subscriber, for example, once asked me;“Hi Jeff, I’ve been racking my brain for a few months about what to do with my 401(k). Should I keep contributing? Do you have any advice or how else I should save that money? It’s scary not knowing what this economy is doing, and we are not rich by any means.” I completely understand that fear. But here’s the truth: economic uncertainty is a constant. It’s not about if it will happen but how we navigate it.

  • 1 month ago | cfp.net | Jeff Rose

    NASDAQ Many Americans struggle with retirement planning and what to do with their 401(k) investments. An alternative investment is in personal growth, such as earning a degree, obtaining certifications like CFP® certification or starting a side business, which can significantly enhance your financial future and opportunities. NASDAQ Jeff RoseMarch 12, 2025

  • 2 months ago | msn.com | Jeff Rose

    Continue reading More for You   Continue reading More for You

  • Dec 10, 2024 | businessandamerica.com | Jeff Rose

    Mutual funds are a popular investment choice for retirees. They come with many options: the different types of share classes, which essentially reflect fee structures associated with the funds. These fee structures are usually pretty straightforward, although it can be difficult knowing which share class is right for your situation.

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Jeff Rose, CFP®
Jeff Rose, CFP® @jjeffrose
22 Apr 25

RT @hoopseen: https://t.co/6pZtOOEeHt

Jeff Rose, CFP®
Jeff Rose, CFP® @jjeffrose
22 Apr 25

RT @tigers950: Special thanks to @KevinMoses38 for his excellent article profiling 2028 @BentleyRose_11 (@SummitHSBball). @TigersTennessee…

Jeff Rose, CFP®
Jeff Rose, CFP® @jjeffrose
22 Apr 25

RT @BentleyRose_11: Few clips from Alabama clash @madehoops and Tennessee Jam @hoopseen. Having a great time playing the game I love. @Tige…