Three key facts: deferrals, flexibility and contributions. How do these key facts affect you?
In this episode, Julina addresses one of the more common questions around financial planning, what you need to know around Individual Retirement Accounts (IRA's). This brief but detailed podcast will review the key facts to know and the different options that are available in an IRA.
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
