Common IRA Mistakes | Retire Vivid

In this episode of Retire Vivid, Cameron McCarty and Tommy Breitbach explore some of the most frequently made IRA mistakes- from misunderstood tax rules to missed considerations during withdrawals.

Whether you’re early in your retirement planning or reviewing your current strategy, this discussion highlights factors that can influence how effectively your IRA supports your goals.

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The information does not constitute an offer or solicitation for the sale or purchase of any specific securities or service by Vivid Wealth Management, LLC, a SEC Registered Investment Adviser, Vivid Tax & Wealth Advisors, or Vivid Tax Center, LLC. Additionally, this video is for educational purposes only and this information is not intended to offer individual tax, legal, or investment advice. While all the information provided is considered reliable, it is not guaranteed and should be independently verified. The case studies and examples presented are hypothetical and are used to demonstrate concepts. They do not represent actual clients or results, and similar or positive results cannot be guaranteed. Past performance is not indicative of future performance, so no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product referenced (directly or indirectly) will be profitable. Be sure to first consult with a qualified financial adviser, tax professional, and/or attorney before implementing any strategy discussed herein.

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