“Financial security in retirement doesn’t just happen. It takes planning and commitment, and yes, money.” According to the U.S. Department of Labor, one of the “Top 10 Ways to Prepare for Retirement” is to put money into an Individual Retirement Account or IRA. With two types of IRAs to choose from, the Traditional and Roth, it’s important to determine which is best for you. With that said, we encourage you to read on to brush up on the facts of Roth IRAs.
Yeske Buie in the Media: CNBC
If Millennials Can Save Money, You Can, Too
We hope you will join the Yeske Buie Team for our Open House in our Vienna, VA office on Thursday, June 9th from 4:30 – 6:30pm. The Open House will feature several of Elissa and Dave’s favorite wines, live music from a string duo, and delicious appetizers from Purple Onion Catering. You can find this year’s menu, information on our live musicians, and more on our website. Please email Cristin Etheredge your RSVP today!.
Tax Return Request
We have requested to receive a copy of your 2015 Federal and State returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. If you are unable to send the entire document due to it’s length, please send the 1040 and all Schedules. You may send the documents to us using any of the methods described here.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.