Purpose Driven Finances

Inside Your Company Retirement Plan: Getting Advice & the ROTH Option

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KEY TAKEAWAYS

The Supreme Court IEEPA Ruling: The Court held that the President lacks unilateral authority to impose tariffs under IEEPA. While legally significant, the market impact is "marginal" compared to the primary drivers of your wealth: inflation, liquidity, and economic regime shifts.

Containers vs. Strategies: Your 401(k), 403(b), or 457 is merely a tax-advantaged container. Real…