An important question to ask before investing for retirement.

Reblogger
Real Estate Agent with Serving the Greater Phoenix and Scottsdale Metropolitan Area BR534744000 & BR540649000

Excellent point Richard Weisser "I am finding out that many of this investment firms are set up to TAKE your money, but getting it out requires pages of paperwork, medallion signature guarantees, and weeks of time. Say what?" Re-Blog!

Original content by Richard Weisser

What is one of the most important yet rarely asked questions about saving for retirement?

This one eluded me at the time I was saving and now it's a cause of concern.

I believe that everyone pays attention to where and how their money is invested. They pay attention to management fees and the safety of their hard earned money.

And most qualified financial advisers can offer guidance and direction based on historical data and personal experience. And they can set up many vehicles for getting your contributions invested as conveniently as possible.

So what's the question I forgot to ask?

"How do I get my money out when I need it."

I am finding out that many of this investment firms are set up to TAKE your money, but getting it out requires pages of paperwork, medallion signature guarantees, and weeks of time. Say what?

Always ask about the redemption process. You might be surprised at how these vary from company to company.

 

 

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About the Authors - Updated 2018

If you are considering a Traditional or Short Sale of your home in Phoenix, Scottsdale or any location in Maricopa County Arizona, you owe it to yourself to talk with Haven Express @ Keller Williams Arizona Realty to determine whether Tony and Suzanne Marriott are the best real estate Brokers in the Phoenix and Scottsdale metropolitan area to help you with the Successful Sale of your home.

Tony and Suzanne have personally Listed, Sold and Closed more than a hundred Short Sales with the highest list to close rate in the Phoenix Metro Area!

Tony Marriott - Chief Executive Officer - Haven Express @ Keller Williams Arizona Realty

Suzanne Marriott - Chief Learning Officer - Haven Express @ Keller Williams Arizona Realty

Associate Brokers, REALTORS
Haven Express
Keller Williams Arizona Realty

Comments (2)

Kristin Johnston - REALTOR®
RE/MAX Realty Center - Waukesha, WI
Giving Back With Each Home Sold!

Worthy reblog for sure! I hope you have a safe and happy holiday weekend ahead!

May 26, 2016 11:50 PM
Bill Roberts
Brooks and Dunphy Real Estate - Oceanside, CA
"Baby Boomer" Retirement Planner

Hi Tony Tony and Suzanne Marriott, Associate Brokers Since this is right down my alley, I will have to visit this blog post and comment. Thanks.

Bill Roberts

May 27, 2016 12:11 AM

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