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Top 3 Reasons to Use a Roth IRA – Part 1 Tax-Free Withdrawals

Retirement SavingsBy Kristi Sullivan

That’s right, folks.  Albert Einstein thought the tax code was too complex to understand.  Where does that leave us mere mortal non-physicists?   Hopefully, reading the Sullivan Financial Planning blog! When anyone is talking to you about investment ideas, the question…

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How do IRAs Work?

Retirement SavingsBy Kristi Sullivan

  Welcome back!  Last week the blog was about the basic differences between Traditional IRAs and Roth IRAs.  This week, I’ll get into more detail about how each works. How much can I put in? Traditional IRAs:  You may contribute…

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Welcome to the SFP Blog! We’ll Start With a Fun IRA Tutorial. Really.

Retirement SavingsBy Kristi Sullivan

Welcome to the Sullivan Financial Planning inaugural blog.  People in the know tell me that blogs should be short, entertaining, and informative.  Easier said than done when talking about personal finance.  At least the entertaining part. As far as informative…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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