10 IRA Questions to Ask Your Advisor

Entrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it's crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we've compiled a list of ten crucial questions to ask your advisor about IRAs.

 

Here are a few of the questions we’ll highlight in today’s episode:

• IRA distribution planning requires specialized knowledge. Do you have expertise in this area? (8:07)
• What professional training do you have in IRA distribution planning? What courses or programs have you taken? (10:40)
• What is the latest IRA tax rule you are aware of? When did it occur? (15:25)
• Who do YOU turn to when you have questions on IRA distribution planning? No one can know it all. (19:30)

 

How America Invests Vanguard Study:

https://corporate.vanguard.com/content/dam/corp/research/pdf/How-America-Invests-Advisor-US-FASHAIFR.pdf

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