Retirement Account Mistakes

This week we discuss "Retirement Account Mistakes". Making contributions to your retirement accounts vs. taking distributions are obviously quite different and unfortunately, if not handled correctly, IRA's and other retirement accounts have a number of things that can go wrong. Take a few minutes to listen and take note of some of the things to be aware of when it comes to managing your retirement accounts.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.