Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#068 - What happens to my investments if my broker goes under?
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Andy Panko
Explanation of what happens to investments when a broker fails, and why that is a very different (and generally better) scenario for clients than a bank failing
Links in this episode:
- Boomer Benefits Facebook group page - https://www.facebook.com/groups/508122746351903
- Schwab's CEO, Walt Bettinger, on CNBC - https://www.aboutschwab.com/walt-bettinger-on-financial-stability
- Charles Schwab and Walt Bettinger's industry perspective - https://www.aboutschwab.com/updated-our-most-recent-perspective-on-industry-events
- Rob Berger's YouTube video about brokerage failures - https://youtu.be/wz64z1YuL0A
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
