07/03/24 - 55 Years Old? Do This Now!

Not a Guru: Real Financial Education with Mark Byelich, CFP®

No one has ever sat across the conference room table, or on the other side of the camera, and said to me “I wish I would have waited a few more years to do this.” It’s always the opposite. Most people say, "I wish I had known about this 10 years ago!" At 55 years old, retirement is about 10 years away for many people. What things should you be doing NOW to prepare?
Be sure to tune in to learn the important details.
Roth 401(K) to a Roth IRA Rollover: https://irahelp.com/slottreport/roth-401k-to-a-roth-ira-rollover-how-does-this-work/
Visit our website: https://www.attleborowealth.com
Schedule a meeting with Mark at: https://attleborowealth.com/discovery/
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.