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Monolith Financial Group
Jeff Mitchell is the CEO and founder of Monolith Financial Group (www.monolithfinancial.com). He has more than 30 years of experience in the insurance and annuity industry. Jeff has passed the Series 65 license as well as life insurance licenses in California and Nevada. He is also an investment adviser representative. He has been featured as a financial professional in several publications, including Newsweek and USA Today.
Traditional IRAs can be a tax bomb for your beneficiaries, but there are some creative ways to unwind this potential problem.
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Investment return isn't always what it's cracked up to be. When you break it down, a 7% guaranteed investment return may end up being more like 2.4%.