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Is there Cash sitting in your Rollover IRA or Inherited IRA?
Manage episode 449573539 series 2910154
Indhold leveret af Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Mike Morton, CFP®, RLP®, ChFC® and Mike Morton eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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/
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