Search results for: DJ Hunt

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The Roth Decision, Part 1

It's almost always better for investors to contribute pretax to a retirement plan than after-tax to a Roth IRA or Roth 401(k), says financial advisor DJ Hunt.

Jerilyn Klein -

When are Roths the Obvious Choice? Almost Never

There is an unspoken elephant in the room, says our contributor. (By DJ Hunt)

Jerilyn Klein -

Clients’ 5-Year Countdown to Retirement is Critical

It’s the prime time to help them grow assets, right-size risk and tie up loose ends. (By DJ Hunt)

Jerilyn Klein -

Advisor Finds Financial Planning is Like Martial Arts

As a life-long martial artist, he has learned that mindset translates well to financial planning. (By DJ Hunt)

Jerilyn Klein -

The Planning Profession in a Post-COVID World

The pandemic proved we can run practices remotely — but should we? It’s a mixed bag for this advisor. (By DJ Hunt)

Jerilyn Klein -

Preparing Non-Moneyed Heirs for a Seven-Figure Windfall

Even the disciplined savers need advice — and taxes may not be the chief concern. (By DJ Hunt)

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