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Independent Financial Advisor in Louisville

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Bardstown

September 9, 2022 By Kevin Roberts, CPA CFP(R)

How to Avoid an IRA Rollover Mistake

If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. …

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August 19, 2022 By Kevin Roberts, CPA CFP(R)

Are You Financially Prepared for an Emergency?

You can’t control if or when disaster will strike, but you can minimize the damage and economic impact with some basic planning. For …

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August 9, 2022 By Kevin Roberts, CPA CFP(R)

Should I Invest in an IRA or 401(k)?

Many people are unsure about the differences between a traditional IRA and a 401(k). Both have accounts that provide tax-deferred growth on …

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Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Call (502) 426-0000 or email 
kevin@lifetimewealthdesign.com

Lifetime Wealth Design LLC
201 Townepark Circle
Ste B-1
Louisville, KY 40243

Hours: 8:30-5:00 M-F

 

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