January is the 20th Anniversary of the Roth IRA

This January marks the 20th anniversary of the Roth IRA. First made available to American investors in January of 1998, a Roth IRA is an individual retirement account that is funded with after-tax dollars and provides tax-free growth and income for retirement. “The 20th anniversary of the Roth IRA serves as a good reminder to examine why this type of retirement account might be right for you,” said Jeff Kowal, President, Kowal Investment Group. “There […]

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The DOL Fiduciary Rule: What You Need to Know

30 years ago, Kowal Investment Group was founded on the principle that the client always comes first. Since its inception, Kowal Investment Group has acted under a fiduciary standard of care, elevating our client’s needs before our own. Our firm is governed by strong values of respect, honesty and communication, which serve as the foundation for the success of our team and our clients. Because of our true client-focused philosophy, our clients can turn to […]

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