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Blue Ridge Wealth Planners
Bob Fugate is a Certified Financial Planner and founder of Blue Ridge Wealth Planners (www.blueridgewealth.com). After a long career in agriculture and part-time work in finance, he began working full time in the financial services industry in 1998. He enjoys coordinating the efforts of financial professionals across various fields to create comprehensive, personalized financial plans for retirees and pre-retirees. Fugate holds life and health insurance licenses in several states and is a Chartered Financial Consultant.
If 401(k)s and IRAs make up the majority of your retirement savings, with today's lower tax rates, it could make sense to steer more of your money into Roth accounts or properly structured and funded life insurance policies.
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