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Frank Financial Advisors provides financial planning and investment management services to clients Nationwide. Locally, we serve the families of Carlsbad, Oceanside, Encinitas, Escondido, Rancho Santa Fe, San Marcos, and other north county San Diego neighborhoods.
Frank Financial Advisors
2710 Loker Ave W Ste 230
Carlsbad, CA 92010
San Diego County
(760) 438-3360
Toll-free: (866) 587-1230
What is a Roth 401(k)?
/in Articles, Saving for Retirement /by Todd FrankA Roth 401(k) is one of a number of Employer-sponsored retirement savings plans in the marketplace today. As such, for a person to participate, they must be an employee of a company that offers a Roth 401(k) plan to their employees.
401(k) Rollover Options Upon Job Change or Loss
/in Articles, Saving for Retirement /by Todd FrankA job change or loss is the optimal time to make revisions to your retirement savings plans. However, making the right choice can be a complex process with heavy tax consequences.
The Difference Between Traditional and Roth 401(k) and IRA
/in Articles, Saving for Retirement /by Todd FrankImportant differences exist between the Traditional and Roth versions of both the employer-sponsored 401(k) plans and Individual Retirement Accounts (IRA).
What is a Traditional 401(k)?
/in Articles, Retirement Planning, Saving for Retirement /by Todd FrankA Traditional 401(k) is one of several types of employer-sponsored retirement savings plans in the category of “defined contribution plans”.
What is a Roth IRA?
/in Articles, Retirement Planning, Saving for Retirement /by Todd FrankA Roth IRA is an individual retirement account which varies in a number of ways from the Traditional IRA. The principle difference is two-fold.
What is a Traditional IRA?
/in Articles, Retirement Planning, Saving for Retirement /by Todd FrankA Traditional IRA is one of several types of IRA’s, or Individual Retirement Accounts. The financial planning process will reveal if and when it is advantageous to use a Traditional IRA.
Stops Along the Way in Life
/in Articles, Financial Advisor, Financial Planning, Retirement Planning /by Todd FrankWe make our best effort when we sit with a client to consider the different events that arise in the future when we are putting together a financial plan.
It’s Your Life, Not the Advisor’s
/in Articles, Financial Advisor, Financial Planning /by Todd FrankA good relationship between a client and Financial Advisor is based on trust and a certain amount of intimate knowledge of what’s going on in the client’s life.
Custom Tailored Solutions
/in Articles, Asset Management, Financial Advisor /by Todd FrankA custom tailored solution is designed in support of the underlying financial plan and the strategic goals that follow from the plan.
Big Firm Versus Financial Advisor
/in Articles, Asset Management, Financial Advisor, Financial Planning /by Todd FrankLearn the difference between the two types of large financial brokerage firms and an independent, unbiased, fee-only financial advisor.