Sentences with phrase «roth type investments»

Not exact matches

Since the annuity (tax shelter) itself has a fee, plus the mutual fund company's fees and other fees associated with the investments themselves, annuities are the more expensive tax shelters for retirement, compared to 401K type plans, IRA's (including ROTH), and other options.

For example, under investment accounts, you might want to create a subcategory of different types of retirement accounts (Roths, Traditional IRAs, pension plans, etc.).