Live Life on Purpose

Skip to content
  • About Us
  • Subscribe to Podcast

26. Common IRA Mistakes You Want to Avoid


January 12, 2022Education, Finance, Financial, Investing, Investment, Retire, Retirement401K, Feliciano Financial, Individual Retirement Account, Jose Feliciano, Roth IRA, Traditional IRAlivelifeonpurpose

At some point all of us are going to have to face decisions on what we do with our retirement plans. And there are some things people tend not to think about. 

In this episode, Jose Feliciano and Jeff Feliciano identify some of the common IRA mistakes and provide a guide on how to avoid these mistakes.

Jose and Jeff discuss: 

  • The difference between a traditional IRA and Roth IRA
  • Why it might be time to roll portions of the 401k out to your own individual retirement account
  • A common mistake of taking money out of your IRA too early––and it’s penalties
  • How to make sure your beneficiaries are taken care of
  • And more

Connect With Feliciano Financial Group:

  • ffg@felicianofinancial.com
  • (903) 533-8585
  • Feliciano Financial Group
  • LinkedIn: Jose Feliciano
  • Facebook: Jose Feliciano
  • Twitter: Jose Feliciano
  • LinkedIn: Feliciano Financial Group
  • Facebook: Feliciano Financial Group
  • Twitter: Feliciano Financial Group

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More


Post navigation

← 25. The Biggest Concerns for Families of Wealth 27. How to Adequately Prepare for YOUR Retirement →

Visit Our Website

Subscribe to Podcast

Apple PodcastsGoogle PodcastsAmazon MusicAndroidby EmailTuneInRSSMore Subscribe Options

Recent Posts

  • Financial Considerations While Navigating Divorce (Ep. 36)
  • Young Families: Learn How To Plan Your Future (Ep. 35)
  • Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)
  • Checklist: Here Are The Components of a Planning Process (Ep. 33)
  • Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)

Powered by PowerPress Sites.