Andrei Voicu, CFP

While perusing websites of various financial planners it is easy to detect a common thread. They all say more or less the same thing: we will help achieve your financial goals. That is great, but how does everyone know exactly how to go about setting their goals in the first place? Gather ‘round the fire folks, and let us go through a practical way to figure out ... What we want, Why we want it How to get it http://andrei-voicu-ewg6.squarespace.com/

Some retirement plans permit in service distributions. After tax dollars previously contributed to these plans can be rolled over to a Roth IRA: the Mega Backdoor Roth IRA!

A new blog from Quattro on taking a step closer to being as satisfied and at peace as we once were as children. Getting help with coordinating retirement plans. Physicians often have two or more employers, may have a private practice and / or earn additional income from consulting work. ... Such setup results in a plethora of retirement plan options that need to be understood, coordinated and managed.