Jerry's Articles
Things to Think About When Looking to Retirement
The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of Capital Analysts or Lincoln Investment. Prior to rolling over assets from an employer-sponsored retirement plan into an IRA, it’s important that you understand your options and do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees and any potential penalties. Diversification does not guarantee a profit or protect against a loss.
Five Costly Errors in Estate Planning
