Episode 42: How Investing in an IRA Can Help You Prepare for Retirement

Jul 28, 2023

On this episode of Wright Money Tips, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, WMCP® discuss the benefits of a traditional IRA and Roth IRA and how these investment options can be used to diversify your financial portfolio and help you achieve your lifestyle and retirement goals.

Here are just a handful of the things that we'll discuss:

  • The differences between a traditional IRA and Roth IRA
  • The tax advantages of an IRA
  • Converting your workplace retirement accounts
  • How diversifying your portfolio can help you prepare for retirement
  • The benefits of working with a financial professional


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