There are a number of common financial and retirement questions that come up from time to time and the answers are not always so obvious. Sometimes certain rules must be followed and there might not be an opportunity for a “do over”. This week we discuss answers to some of these common questions. Take a few minutes and listen in on our conversation. Chances are some of these questions may apply to your current situation or your future situations as you travel along your personal Retirement Roadmap.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.