The Riddle Investment Group understands that different life events and stages often mean a change in priorities and a need for specialized financial guidance. Tracy Riddle is ready to learn about your needs and help connect you to the right solutions.
If you find yourself responsible for the care of one or both of your elderly parents, it’s important to understand your options.
According to a MetLife survey, 62% of grandparents provide some level of financial support for grandchildren, from paying for dance classes to contributing to college funds.
*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
**Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.