2 Comments

Thank you, Bob, for highlighting the flexibility of the Roth IRA. The government has designed and refined the rules of these accounts to benefit American people. I've benefited from the Roth IRA's flexibility over the years, and have attempted to help my clients, colleagues, friends, and family understand them too.

James provided his granddaughter with wisdom when he encouraged her to make retirement account contributions. Elizabeth seems like a responsible young woman. She's well on her way to a science career and, perhaps, a nice, new home.

Expand full comment