Author: Thad Schlaud

Roth IRA 5-Year Rules

Thad Schlaud

You read that right. There is not one, but two 5-year rules for Roth IRAs. While that may sound confusing, in his latest financial planning blog, Thad Schlaud breaks down what these rules are, how they work, and when they may be relevant to you. Take a look!

Categories: Education, Industry Ideas

What We’re Reading This Week

Thad Schlaud

While ETFs are most commonly utilized to reduce an investor’s risk through diversification, there are newly SEC-approved ETFs that look to take on four times the risk of a normal Exchange-Traded Fund. Join Thad Schlaud this week as he dives into two very different aspects of ETFs and what this could mean for investors moving forward.

Categories: Industry Ideas, News, The Market

Managing your Money Manager

Thad Schlaud

Jeff Ivory and Thad Schlaud are always on the lookout for good financial articles, especially as they pertain to fiduciaries. Unfortunately, they are usually disappointed, but nonetheless they are always looking. This week, Thad actually received an intriguing article from a client that sparked his interest; although there are a few adjustments he would like to make. Take a look!

Categories: Careers, Gainplan Facts, Industry Ideas, News