Episodes
Feb 25, 2019
Feb 25, 2019
9 min
Mutual fund involves risk including loss or principal
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.
JBL Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Feb 20, 2019
Feb 20, 2019
11 min
The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed.
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Dec 30, 2018
Dec 30, 2018
5 min
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Sep 18, 2018
Sep 18, 2018
9 min
The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed.
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.
Aug 26, 2018
Aug 26, 2018
Aug 26, 2018
Aug 26, 2018
Aug 26, 2018
Aug 26, 2018
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