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Make Retirement Work


Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics.

Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island.

Visit MakeRetirementWork.com for more episodes and information about how Marc can help you plan for retirement. You can also call 855-202-WORK (9675).

Aug 27, 2020

Let’s talk about scrutinizing our IRA. It’s a very popular choice for retirement, but are we being too passive about how we save and invest inside that account? Today we’ll talk about the pros and cons and make sure you’re getting the most out of your investments.

 

Read more and get additional financial resources here: http://makeretirementwork.com/429/ep-13-lets-scrutinize-your-ira/ 

 

On today's show: 

2:15 – 100% of IRA in the stock market?

4:14 – People don’t always know options, risk

5:54 – Does the same concept apply to 401Ks, 403Bs, etc.?

6:26 – Tax implications of moving investments within IRAs

8:21 – Converting to a Roth

9:00 – Are people still interested in Roths?

10:07 – Another push for Roths later this year?

11:57 – Mailbag: The rule of 100