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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Office: (619) 497-0404

Fax: (619) 497-0804

1455 Frazee Road

Suite 950

San Diego, CA 92108

info@dbwmg.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Michael Kevin Donohue, CFP® | Managing Principal | CA | 1455 Frazee Road, Suite 950, San Diego, CA 92108 | CA Insurance Lic. # 0685025

Bryce Jeffrey Porter, CFP® | Financial Advisor | CA | 1455 Frazee Road, Suite 950, San Diego, CA 92108 | CA Insurance Lic. # 0K62948

Michael Donohue and Bryce Porter are Registered Representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The Forbes Best-In-State Wealth Management Advisor and Forbes Best-in-State Wealth Management Teams rankings were developed by SHOOK Research and are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the rankings. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 

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