In Case You Missed It: Financial New Year’s Resolutions
Financial New Year’s Resolutions
Every year around this time, we tend to become more accepting of change, new ideas or new habits as a new year opens. Most people make “New Year’s Resolutions” and attempt to change their eating habits or exercise more. How many of those have been broken already 10 days in? But what about our Financial Health?
Coming out of the Christmas season is usually a time where most clutch their cash to recover from holiday spending. What if I told you there was a New Year’s resolution list to ensure your financial health around retirement is fit as an A Class athlete? In this installment of IRA Café, we discussed just that!
- Be sure you are aware and able to identify your RMD obligations (if any)
- Get your account(s) in shape
- Invest! Invest! Invest!
- Mitigate Risk Factors/ Declutter Your Financial Junk Drawer
- Work with a reputable Self-Directed IRA administration firm (like American IRA)
- And much more!
You wont want to miss the various tips and tricks our host, Kyle Moody, had in store for you!
To learn more about the start of the year financial housekeeping tasks, call American IRA directly by dialing 866-7500-IRA(472). If you have trouble accessing the recording please call (828)257-4949
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