Top 3 IRA Mistakes

FREE 22-Minute Instant Video Giving You The Secrets To Staying Financially Safe In Retirement.

  • Employers Qualified Plans are complicated to most people.

  • Understanding their history and how these plans function is a critical part of your retirement planning process.
  • What you do today can affect the taxation on these plans tomorrow.
  • You may even have options available to you many years before you actually retire.
  • Knowledge is your best friend and an informed decision is a confident decision.

Register Now To Get Access!

Top 3 IRA

w

Call Us

813-854-4400

Email

mwatkins@tampabayadvisory.com

Office

172-A State Street East
Oldsmar, FL 34677

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Tampa Bay Advisory, LLC. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.

Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained herein should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified investment adviser representative, financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed herein.

Designed by My Clone Solution LLC © 2020  > View All Our Legal Stuff