Dec 19, 2019
Whether you are invested in IRAs or in a company promising a pension, you want to make sure your investments are protected. How do you do that (without losing out on the growth)?
Show notes and additional resources: https://financialplanningva.com/protecting-your-financial-investments-iras-and-pensions/
0:24 - Warren Buffett talks about someone always coming after you and your “castle.”
0:52 - How do you protect your retirement funds?
3:27 - Ed Slott was asked if you are ever too old for an IRA conversion to a Roth.
5:27 - What do you do if clients are nervous about pensions?
7:24 - Should you take a lump sum or guaranteed income for life?