What Should I Do With My Inheritance? скачать в хорошем качестве

What Should I Do With My Inheritance?

Roger discusses how to make smart, intentional decisions after receiving an inheritance from paying off debt and saving to investing and honoring your loved one’s legacy. ❓Have a question you want answered on the show? Send it to us: https://www.premieriwm.com/premier-fi... 📲 Want personalized planning? Visit PremierIWM.com to get started. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments and Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 1/2 may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 1/2 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. Those options include Leave the money in their former employer’s plan, if permitted; Roll over the assets to their new employer’s plan, if one is available and rollovers are permitted; Roll over to an IRA; or Cash out the account value. Forbes Best-in-State Wealth Management Teams ranking was developed by Shook Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Shook’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor Shook Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. Shook is a registered trademark of Shook Research, LLC. #RetirementPlanning #401k #FinancialPlanning #Investing #PersonalFinance #PremierIWM