When an investment firm offers an investment they consider a safe haven, is it safe for your long-term returns? Paul’s team also discusses a poor type of bond to invest in and the 60-day rollover rule. Are market downturns the time for Roth conversions? Stay tuned for the team’s expertise. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on May 23, 2020.
Registered Index-linked Annuities (RILA): An Annuity with Market-timing Options
Evan brings in annuities products where you participate in both the upside and downside of the market. Paul and Evan talk about