Many federal employees are forgetting about their IRA options. IRA Podcast for Federal Employees
FedLife Podcast (ep. 19): Hey, Federal Employees: Don’t Forget Your IRA!
In a time when there are numerous options for where to save your money, many federal employees are forgetting about their IRA options. In this episode of the FedLife Podcast, Dan Sipe is joined by the incomparable Ed Zurndorfer to talk about IRAs and why it’s worth it for fed employees to make use of this savings vehicle. In this episode, you will learn:
- •The history of the various types of IRAs
- •Different limitations that might hinder your ability to make contributions
- •Why Form 8606 may be your best friend
- •The basic penalties when it comes to IRAs
- •How to make socially responsible investments
- •And more!
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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.