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ESL Investment Services, LLC, presents: Retirement Minefield

On Wednesday, March 31, 2021, ESL Investment Services, LLC, presented the Retirement Minefield webinar with guest speaker James Verbonitz, Director of Advanced Markets, Transamerica.

The presentation helped guide attendees through the rules that govern IRA transactions. Personal circumstances are different for everyone, and these circumstances can translate into mistakes. The presentation provided insight on retirement complexities, and how avoiding mistakes can be just as important as managing risk in retirement.

View the prerecorded webinar here:

*James Verbonitz and Transamerica are not affiliated with or endorsed by LPL Financial and ESL Investment Services.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.