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Frank Sinatra, Tommy Dorsey, and the Roth IRA

Frank Sinatra, Tommy Dorsey, and the Roth IRA

Posted on June 29, 2022June 30, 2022 by TJ DeSola

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Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”), a SEC Registered Investment Adviser, doing business as WealthPlan Advantage, 191 Washington Street, Morristown, NJ 07960. Securities brokerage offered through APW Capital, Inc., (“APW”), Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866. APW and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC an affiliate of Summit.

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