))
Is there Cash sitting in your Rollover IRA or Inherited IRA?
Manage episode 449573539 series 2910154
Content provided by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode, Mike Morton and Matt Robison dive into a commonly overlooked step in managing rollover and inherited IRAs: making sure your funds are invested and not just sitting in cash. They share practical tips on how to avoid leaving money idle, like setting a yearly reminder to check your accounts, opting for simple investment choices, and keeping track of dividends. They’ll show you how a few quick actions can ensure your money is working for you, so tune in to get easy strategies that keep your finances on track without the stress!
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
164 episoade
Distribuie
