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Episode 26: Common IRA Mistakes You Want to Avoid

by Jose Feliciano | Jan 12, 2022 | Long-Term Care Planning, Retirement Planning

At some point all of us are going to have to face decisions on what we do with our retirement plans. And there are some things people tend not to think about. 

In this episode, Jose Feliciano and Jeff Feliciano identify some of the common IRA mistakes and provide a guide on how to avoid these mistakes.

Jose and Jeff discuss: 

  • The difference between a traditional IRA and Roth IRA
  • Why it might be time to roll portions of the 401k out to your own individual retirement account
  • A common mistake of taking money out of your IRA too early––and it’s penalties
  • How to make sure your beneficiaries are taken care of
  • And more

Connect With Feliciano Financial Group:

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RSS PODCAST – Live Life on Purpose

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  • Learn How to Avoid These Critical Financial Bad Habits (Ep. 32) April 13, 2022
  • Some Good Financial Habits to Have (Ep. 31) March 30, 2022

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

 

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