The Joseph Group

Wealth Notes: Wealth Planning

  • The Amazing Roth

    October 3, 2016

    This past weekend, an article appeared in The Columbus Dispatch written by Todd Walter, Client Advisor and Director of Advisory Services at The Joseph Group. In case you missed it, Todd discussed the work of Senator William Roth, a legislative sponsor of the Taxpayer Relief Act of 1997. That legislation produced one of the great financial planning tools of this generation – the Roth IRA. Today we share with you the many benefits of a Roth IRA, applicable to individuals throughout all stages of life.

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  • Social Security Changes: What You Need To Know

    November 17, 2015

    This past week, all eyes were on Congress and the debt ceiling negotiations. A budget deal was struck, but there were a couple important provisions of that bill not being talked about which impact Social Security claiming options. Specifically, two key strategies were targeted which are now being phased out.

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