What Questions Should I Be Asking My Advisor?

Minimizing taxes, different types of investment accounts, and questions to ask an advisor - these are the questions we're answering in this episode:

• In trying to minimize taxes in retirement, what "gotchas" should we look out for?
• Can I contribute to my employer plan AND an IRA?
• My old advisor only wanted to sell me products. What should I be asking a new advisor?
• I'm a 1099 and my accountant recommended a SIMPLE. What do you think?

And if you would like YOUR questions answered on the show, give us a call at 501.381.5228!

Originally aired 6/14/2023