- 5,995
Ha - no.
So - is a ROTH IRA a basic vehicle that someone can use to build for retirement by maxing out the annual contribution limits that they may qualify to put into the IRA?
No, You Don't HAVE to Have a Securities License for Everything
- Thread starter DHK
- Start date
Ha - no.
So - is a ROTH IRA a basic vehicle that someone can use to build for retirement by maxing out the annual contribution limits that they may qualify to put into the IRA?
- Thread starter
- #12
- 11,457
You need to be trained and supervised... and I'm not doing that for you.
- 5,995
Last edited:
- Thread starter
- #14
- 11,457
YOU do.
Oh that's very comforting! :(
- 4,265
Has it ever struck anybody besides me that it only takes a 70% score on a licensing exam to start legally dispensing financial advice?
The old joke goes:
Q) What do you call a medical student who finishes at the bottom of his class?
A) Doctor
- 5,884
Have you considered a hybrid model using a small annuity... I have a product that can be sold with a life lic. and it would allow tax deferred growth, at a simple low investment amount.
KISS.
- 5,995
Please share . . .
FBL has an Annuity that allows monthly deposits - but, has a $5k minimum open and only 2% interest.
- 30,270
A couple of months ago, I asked my primary doctor what his score was when he took the exam for his license. He told me that his score gets better every time he takes the test. Then he told me the joke you just posted.Has it ever struck anybody besides me that it only takes a 70% score on a licensing exam to start legally dispensing financial advice?
The old joke goes:
Q) What do you call a medical student who finishes at the bottom of his class?
A) Doctor
- 30,270
Why don't you talk to Ted. His dad's good with investments. There's a reason why they call him The Million Dollar Man.
