Retirement Frequently Asked Questions

If you've been a listener to our podcast for a while, you've probably heard us talk about how everyone's situation is different and we don't believe in "One Size Fits All" solutions. However, there are a number of questions that often come up when talking about retirement planning – you might call these “Frequently Asked Questions” or FAQs. This week we take some time and discuss a number of these questions. As you listen in, you may discover a few new insights or ways of thinking about things. Let us know how we can help you on your journey along the Retirement Roadmap and remember to share The Retirement Roadmap Podcast with colleagues and family.

 

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.

 

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.