episode 124 #2
Retire South Shore Radio Podcast

Episode 124: 401K Questions

With the ups, downs, and uncertainty of the current economy, Mark discusses the importance of effective planning when it comes to your 401K’s. There are many options available that can potentially allow people in retirement to maximize benefits and diminish risk.

Firm offers insurance services. Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier.

This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Rowlette and Associates, LLC DBA: South Shore Retirement Services is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Rowlette and Associates, LLC DBA: South Shore Retirement Services. 1385270 - 7/22