What Questions Should I Be Asking My Advisor?
The Get Ready For The Future Show
<p>Minimizing taxes, different types of investment accounts, and questions to ask an advisor - these are the questions we're answering in this episode:</p>
<ul>
<li>In trying to minimize taxes in retirement, what "gotchas" should we look out for?</li>
<li>Can I contribute to my employer plan AND an IRA?</li>
<li>My old advisor only wanted to sell me products. What should I be asking a new advisor?</li>
<li>I'm a 1099 and my accountant recommended a SIMPLE. What do you think?</li>
</ul>
<p>And if you would like YOUR questions answered on the show, give us a call at 501.381.5228!</p>
<p>Originally aired 6/14/2023</p>