In this video, Joe Allaria, Partner & Wealth Advisor at CarsonAllaria Wealth Management, breaks down all you need to know about a Personal Choice Retirement Account (PCRA). https://carsonallaria.com/personal-choice-retirement-account/
What You'll Learn:
-What is a PCRA, and how does it differ from a traditional 401(k)?
-The benefits of a PCRA, including more investment choices and greater customization
-How PCRAs integrate with Schwab investment advisors
-When a PCRA might NOT be the best option for you
-Steps to get started with a PCRA if your retirement plan offers one
A PCRA can be a game-changer for investors who want more control over their retirement savings. But is it the right move for you? Watch now to find out!
Need Help?
Visit https://carsonallaria.com/contact-us/ to schedule a call and learn how we can help you maximize your PCRA.
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Invest Wiser & Retire Better!
Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss, and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, Ltd., a Registered Investment Advisory firm. The information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
