Paula James

Paula Smith James is a Financial Educator, Insurance Professional, and Community Advocate who is passionate about helping individuals, families, and small business owners build a secure financial future. She believes that financial education should be practical, understandable, and accessible to everyone, regardless of their current financial situation.

Published work

Retirement Planning Essentials

Finance 8 chapters 14,584 words ~58 min read 15 reads

Retirement planning using IRAs, Roth IRAs, income, and legacy

Chapters

1. Choosing Between IRA and Roth IRA
2. Traditional IRA Contribution Rules
3. Roth IRA Income Limits and Conversions
4. IRA Withdrawal Rules and Penalties
5. Building a Retirement Income Ladder
6. Social Security Timing Strategy
7. Managing Taxes in Retirement Withdrawals
8. IRA Beneficiary and Legacy Planning

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