A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“When you look at your investment statements, all the numbers don’t mean the same thing. Said another way, $1,000,000 in a Traditional IRA is not the same as $1M in a taxable account or $1M in a ROTH IRA.” (Jeremy Finger)
Articles
Financial Planning Checklist: Am I Eligible For An IDR Plan? (Marc Bautis)
Backdoor ROTH IRA Mistakes & Fly Fishing – Finger Financial Five #162 (Jeremy Finger)
How Parent and Child Assets Impact Financial Aid Packages (Marc Bautis)
Financial Checklist For Marriage & Remarriage – Finger Financial Five #161 (Jeremy Finger)
Podcasts
Episode 192 – How to Prepare for a Successful Tax Season (Agent of Wealth Podcast with Marc Bautis)
Episode 191 – Risk and Reward: Insights From Day Trading Expert Darrell Martin (Agent of Wealth Podcast with Marc Bautis)