• Darryl Rosen
    • Mar 23, 2020
    • 1 min read

Increase your 401K contribution (?) and other questions from last week...

These are difficult times. I'm getting so many questions; so many people are confused.

Conflicting and biased financial information is making it difficult to make decisions. Markets are plunging and retirement plans are being placed on hold.

​

It's not right and I know so many are hurting. It should not be so complicated.

​

So, to guide you as best I can, I recorded a video so all my friends, clients and students can benefit from some of questions I received in the last week.

​

I address the following and more...

  • If you should increase your 401K contribution

  • If you should do a Roth conversion - as a high wage earner

  • What to do if you have multiple Roth accounts

I even threw in a fake question to lighten the mood a little.


Please stay safe and good health to all of you!

------------------------------


The SECURiMENT Retirement Success Method is designed to help you sleep at night.


To schedule a quick conversation to have your questions answered - click here.


About Darryl Rosen


About Retirement Info Chicago


 
Northwest Suburbs
1821 Walden office Square
Suite 400
Schaumburg, IL 60173

Phone: (224) 300-5174

 
Western Suburbs
3333 Warrenville Road
Suite 200
Lisle, IL 60532
 
Northern Suburbs
790 Estate Drive
Suite 200
Deerfield, IL 60015
Copyright © 2020 Rose Advisory Group. All Rights Reserved. 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rose Advisory Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.  Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.