Fenton Financial Services
  • Home
  • About
  • Services
  • Resources
    • Helpful Links
  • Blog
  • Events
  • Contact Us

Blog

Did You Know These 4 Facts About Roth IRA Death Benefits?

12/21/2016

0 Comments

 
Picture
Are you considering using a Roth IRA to save for retirement? Or are you thinking about converting a traditional IRA into a Roth? If so, you’re not alone. The Roth IRA is one of the most popular retirement savings vehicles, primarily because of its tax advantages and flexibility.
 
With a Roth IRA, you don’t get an upfront deduction for contributions as you do with a traditional IRA. However, you do get tax-deferred growth while the funds remain in the account and tax-free distributions assuming you are either disabled or 59 ½ or older.

Read More
0 Comments

Ask Yourself These 4 Questions Before You Relocate in Retirement

12/9/2016

1 Comment

 
Picture
Are you planning to move to a new locale after you retire? Perhaps you want to move south near the beach or the desert so you can enjoy warmer temperatures. Maybe you’d like to experience a different lifestyle in a bustling city or in a quiet countryside. Or you might even want to immerse yourself in another culture overseas.
​
Whatever your goal, retirement is the time to pursue the life you’ve imagined for yourself. You’ll have no work commitments, no scheduling obligations, and, hopefully, plenty of money to fund your desired lifestyle.

Read More
1 Comment

    Russell Fenton

    President

    Archives

    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016

    Categories

    All
    2020
    CARES Act
    COVID
    Economic Update
    Election
    Employer Plans
    Estate Planning
    Fed Chairman
    Financial Planning
    Fourth Quarter
    GDP
    Insurance
    Market Update
    October Recap
    Portfolio
    Retirement Planning
    Risk
    Risk Tolerance
    Stimulus
    Stock Market
    Tax Planning
    Thankful
    The Market

    RSS Feed

Picture
Fenton Financial Services
8728 East Avenue
Mentor, OH 44060

​Phone: 440.205.0559

Fax: 440.205.8637

www.fentonfinancial.net
[email protected]
Sitemap
Home    
About    
Services    
Resources    
Blog    
​Contact Us

Securities offered through Client One Securities, LLC Member FINRA/SIPC.  Fenton Financial Services and Client One Securities, LLC are not affiliated.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 

Check the background of a financial professional.
​

​16227 - 2016/11/10
  • Home
  • About
  • Services
  • Resources
    • Helpful Links
  • Blog
  • Events
  • Contact Us