There may be more to Roth IRA and 401(k) planning than many investors realize. In his latest WGN Radio 720 appearance, Mesirow Wealth Advisor Andrew Mutlu discussed why post-tax assets matter, several of the ways investors may be able to fund Roth accounts and why each strategy should be carefully evaluated alongside a Wealth Advisor.
Andrew Mutlu
Vice President, Wealth Advisor
Wealth Management
Andrew Mutlu is a Vice President and Wealth Advisor in Mesirow Wealth Management. He specializes in helping individuals, families and business owners achieve their goals by creating customized financial and retirement plans in conjunction with team investment strategies that are uniquely tailored to fit their needs.
Andrew has 14 years of experience in the financial services industry. Before joining Mesirow in 2023, Andrew served as a Financial Advisor at an independent wealth management firm, providing both investment management and comprehensive financial planning. Prior to that, he was an Investment Executive with Fifth Third Securities.
Andrew serves on the Associates Board for the Economic Awareness Council, that helps to prepare students and families for the economic decisions they will make both today and in the future.
Andrew earned his Bachelor of Science from Ohio University. He is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Portfolio Management AdvisorTM. He holds the Series 7, 6, 63 and 65 FINRA licenses.