Your Money Questions Answered

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Summary

Tom Leverone discusses 3 options on what you can do if you have money in a former employer's retirement plan.

Show Notes

If you have a question that you’d like us to address in a future episode, shoot us an email at info@washfinancial.com.

Thanks for listening to Washington Financial Group’s Your Money Questions Answered podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!


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The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial. 

An investment in a target date fund is not guaranteed at any time, including on or after the target date, the approximate date when an investor in the fund would retire and leave the workforce. Target date funds gradually shift their emphasis from more aggressive investments to more conservative ones based on the target date. 

No investment strategy assures a profit or protects against loss.

What is Your Money Questions Answered?

The title says it all.