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October 19, 2016

Navigating 11 Types of IRAs

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]

James Lamont ChFC®, CLU® is a Registered Representative offering securities and advisory services through Whitehall-Parker Securities Inc., a registered Broker-Dealer and Investment Advisor. Member FINRA/SIPC. Lamont Financial Services is not a subsidiary of Whitehall-Parker Securities, Inc. OSJ Branch: 477 Pacific Avenue 2nd Floor, San Francisco CA 94133 (415) 421-5935. Investors may now check the background of any Registered Representative at FINRA or Brokercheck. SiPC Information: https://www.sipc.org/for-investors/what-sipc-protects