In this video I tell you about my criteria for a new retirement annuity fund and provider and the transfer process. Please remember that this video is not financial advise. The aim is to start a conversation around the process I went through.
The resources that I used are Walter’s My Money Tree Blog linked here 👇🏽
I also read Anthea Gardner’s book. Check the video I did here 👇🏽
…(read more)
LEARN MORE ABOUT: Retirement Annuities
REVEALED: How To Invest During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
I don't know if you will reply me after so long.. my question is where there any tax implications when transferring your fund?
So which provider did you move to?
A very informative video. I wish many people could watch this so they take control of their financial future. I'm very impressed with the research you did ON YOUR OWN. My experience with "Financial Advisors" is that most are not independent financial advisors. They have specific products they work with, which is a problem. In this case one has to do their own research to find out about other products in the market. Secondly, many people are not aware that it is actually their responsibility to ensure that their investments are made in the right portfolios(unless of you have a good Financial Advisor)….and this includes the pension/provident funds at work. Rule of thumb is that the younger you are, you should invest in aggressive portfolios as you can withstand market fluctuations. Then as you grow older you move to less aggressive investments. Great video!
Thank you for sharing the information. Definely will watch the Walter blog