kyounge1956
Thinks s/he gets paid by the post
- Joined
- Sep 11, 2008
- Messages
- 2,171
I must be doing something right—I just got my first-ever invite to a "Complimentary Lunch" to hear about the "Seven Retirement Challenges" and the "Reasons to Consider a Roth IRA Conversion". Guess this makes it official, I now have enough money to make it worth a planner's while to try to siphon some of it off. I'd have to take vacation time to go to the seminar, and it doesn't seem worthwhile since I've already done the only Roth Conversion I'm able to at this time. I can't convert any of my other tax-deferred money until after I retire, and by then the big advantage of being able to split the tax payment between two years will probably be gone.
This invite comes from Lodestar Wealth Management (Timothy P. Ozog, President), and offers securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer. Just out of curiosity, are any of these names familiar to E-R members?
This invite comes from Lodestar Wealth Management (Timothy P. Ozog, President), and offers securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer. Just out of curiosity, are any of these names familiar to E-R members?