Which Retirement Account Comes First, the 401(k) or the IRA?

Wednesday, May 15, 2019

1 minute read

ThinkAdvisor provides registered investment advisors and financial advisors with comprehensive coverage of the products, services and trends necessary to guide their clients in making critical wealth, health and life decisions. Today's piece is written by William H. Byrnes and Robert Bloink.

When confronted with the choice of whether to first invest in a 401(k) or an IRA, a client may find themselves at a loss. William H. Byrnes and Robert Bloink offer up some advice on retirement account rules, advice for evaluating the needs of your individual client, and generally, what a client with limited funds may want to consider before choosing.

Read the full article on Think Advisor

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Which Retirement Account Comes First, the 401(k) or the IRA?

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Build Your Practice

Join us for a webinar on September 8th, 2021, at 1:15 PM (PST) to learn how Dunham can help you identify the wealthiest 2-5% of your target market.

Once you grab the basics from this webinar, the Dunham team will provide additional resources and work with you to implement the Invisible Rich strategy.

Which Retirement Account Comes First, the 401(k) or the IRA?

SUBSCRIBE TO THE DUNHAM BLOG

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