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5 Roth IRA Mistakes You Can Avoid # 406
Manage episode 374011919 series 2353242
Roth IRAs offer numerous benefits that make them a preferred choice for many investors. Today, John Walker, Regional Vice President, Mercer Advisors, discusses five mistakes often made while using Roth IRAs and the impact Roth-related errors may have on your retirement savings.
Listening Time: 15 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
101 episodes
Manage episode 374011919 series 2353242
Roth IRAs offer numerous benefits that make them a preferred choice for many investors. Today, John Walker, Regional Vice President, Mercer Advisors, discusses five mistakes often made while using Roth IRAs and the impact Roth-related errors may have on your retirement savings.
Listening Time: 15 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
101 episodes
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