Congratulation to last week’s wine winner, Miranda and Rod R., from North Wilmington, NC!
You worked hard for your money and now you’re getting ready to retire and live a little. The big question is, should you leave your money where it is, in the 401k you’ve trusted all these years, or should you look at rolling it over into a Roth? How much will you pay in taxes on the money you saved? Which one earns more? Those are good questions, important ones to consider when deciding which option is better for you. What makes sense? How do you determine what to do? In this week’s “Happy Half-Hour” we will look at a traditional IRA versus a Roth IRA and answer the question of which one earns more. Grab your favorite beverage, invite your family, friends and neighbors and join us as we shed a little light on the world of IRAs!
🙋‍♀‍ We LOVE “likes” on our videos, comments and questions! ☎️ If you have a question regarding your own situation, you can schedule a FREE 15-minute phone call with David or Sam where they can answer your questions one-on-one. Click this link to book a time that works best for you: or call us at 910.815.3100 and we will schedule a time for you. 🥂🍷🍾 Enter our weekly raffle to win TWO bottles of wine! We giveaway TWO bottles of wine every week, delivered to your doorstep, by Fermental Beer and Wine in Wilmington, NC! 🎟 All you have to do is send us an email with a topic idea, question, retirement concern, or simply just drop us a little hello and you will be entered into our weekly wine giveaway. 📧 Send emails to info@carolinarp.com. 🌎 Be sure to invite your friends and family to our weekly events…even if they don’t live here, because YouTube is WORLDWIDE and sharing is caring!!! Plus, they can enter to win some wine too!

Carolina Retirement Planners is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Carolina Retirement Planners are not affiliated companies….(read more)

LEARN MORE ABOUT: IRA Accounts

INVESTING IN A GOLD IRA: Gold IRA Account

INVESTING IN A SILVER IRA: Silver IRA Account

REVEALED: Best Gold Backed IRA