In Part 3 of our Roth IRA series, we talk about each stage of life and how to incorporate your Roth IRA into planning.
Patrick Meyer is a Fiduciary Investment Adviser for Unified Trust Company. He joined Unified Trust Company in 2009. Mr. Meyer has over 20 years of experience serving the investment and retirement needs of affluent clients and not-for-profit organizations.
He holds a BSBA in Finance and Economics and an MBA from Rockhurst University in Kansas City, Missouri. He also holds a Juris Doctorate degree from the University of Missouri at Kansas City. Mr. Meyer was awarded the Certified Financial Planner® designation in 1996, the Accredited Investment Fiduciary® designation in 2009 and the Certified Trust Financial Advisor designation in 2013. He is a member of the Missouri and Kansas Bar Associations.
Mr. Meyer serves on the Wealth Management Trust Investment Committee and is leading projects to advance Unified Trust’s retirement income solutions.
Mr. Meyer has been married for 30 years. He enjoys sailing on the Chesapeake Bay and hiking the Appalachian Trail.
Blog Posts From This Team Member
Periodically we like to remind readers of the benefits of a Roth IRA and extoll its virtues as a means for building and transferring tax-free wealth. Read Part 1 in our Roth IRA blog series!
“A diversified investment portfolio is like a fruit salad; you need more than just apples and oranges.” As hokey as that sounds there is a cherry pip of truth in it. A well-balanced, globally diverse mix of stocks, bonds and liquidity investments within your accounts guards against concentrated risk and smooths your path for long-term growth.
As we approach the end of 2020, we can, with a slight sigh of relief, put the tumultuous year behind us and dare to look ahead. The holiday season and the prospect of a new year tend to bring a renewed sense of energy and hope. And I think we can all use a healthy dose of that these days!
Retirement readiness takes years of careful planning and customized strategies. The rapidly-changing environment is prompting nearly everyone to reassess their lifestyle, spending habits, career plans and future goals. But for those nearing retirement, it might leave some to wonder if they have achieved or are close enough to their goal of retirement readiness.