This month's Item of Value you received in the mail was Roth IRA - Meet the Retirement Savings Account with Flex Appeal. It reports that the account gives people of all ages the opportunity to build their retirement savings in a flexible account. It's more than a retirement savings account; if you've owned it for at least five years, the money can be used for major purchases, such as college or a first home. It's designed to help you save for both retirement and your financial goals.

*If you live [or know people] in the LA/South Bay and would like to receive my monthly Items of Value in the mail, please contact me with your mailing address or sign up for our Client Appreciation Program here.