Know These 4 Inherited IRA Concepts

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  • เผยแพร่เมื่อ 22 ธ.ค. 2024

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  • @CODYGosling
    @CODYGosling 6 วันที่ผ่านมา +21

    I just turned 57 and awfully late to investing with barely any portfolio except my 401k. I have a decent amount of cash saved up and quite a decent figure in my IRA. But with inflation and such a big family to cater for. I’m getting worried about retirement.

    • @PetShmidt
      @PetShmidt 6 วันที่ผ่านมา

      Retirement is now more difficult than it was in the past, it’s all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to a finance advisor to help in diversifying your portfolio to spread out the risk.

    • @RitaMeyers-oc4le
      @RitaMeyers-oc4le 6 วันที่ผ่านมา

      Agreed, I’ve always delegated my excesses to an advisor, since suffering major portfolio loss early 2022. I’m now semi-retired and only work 8 hours a week with barely 20% short of my $1.5M retirement goal after subsequent investments to date.

    • @CaseyOrban
      @CaseyOrban 6 วันที่ผ่านมา

      Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s hasn’t worked out. Can you recommend a standard advisor? I could really use some help.

    • @RitaMeyers-oc4le
      @RitaMeyers-oc4le 6 วันที่ผ่านมา

      My CFA, *Joseph Nick Cahill* is a renowned figure in his field. I recommend searching his name online; you’ll find all his credentials and everything you need to work with a reliable professional. With many years of experience, he is a valuable resource for anyone looking to navigate the financial market.

    • @CaseyOrban
      @CaseyOrban 6 วันที่ผ่านมา

      Thank you so much for the suggestion, I really needed it. I looked him up on Google and explored his website, he has an impressive background in finance. I’ve sent an email and I hope to hear back from him soon!

  • @RocklineWealth
    @RocklineWealth  6 วันที่ผ่านมา +1

    Have a Retirement Planning or Financial Planning question? Want an additional explainer video on a certain topic? Feel free to comment below!