In this episode of Getting Real, discover why your financial advisor or current retirement plan services provider may not inform you of investing in alternative assets.
0:00 Intro
1:07 Why your financial advisor is not providing you with information about investing in alternative assets
2:38 Public and private market advisors
3:04 How to access WealthBridge
4:02 Education gap
5:28 Can I convert an existing traditional 401(k) to a Roth IRA?
Discover more on WealthBridge here: ow.ly/VNaP50PNqIj
10 июл 2024