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Robert Kort - Kort Financial Profile
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retirement retirement planning retirement strategies

Robert Kort - Kort Services LLC

Retirement Planning - Robert Kort

1. Educate yourself. We must take power of our financial future. Do you think your financial professional will be around to take care of you financially in your old age? No, I don’t think so. The only person you can depend on to take care of you is YOU. Educating yourself on the risks and rewards of an investment will prepare you to know what to do and what to expect when the right investment opportunity comes along. Isn’t that better then going in blind, especially in light of the recent Ponsi schemes that are out there?

2. Diversification. Don’t put all of your eggs in one basket. A truly self-directed IRA gives you the ability to invest in alternatives such as real estate, water, wind, and other investments that could help your IRA prosper on a tax-deferred or tax-free basis. I am still a firm believer of real estate for my own portfolio but that does not necessarily mean that is the only investment I would make. Think about what you value and have at least one investment that matches your values in your portfolio. For example, green investing. If you are a believer in Green you might consider investing in solar energy.

3. Cash accounts must be sheltered. I cannot pressure enough that you need to guard your IRA. Make sure any hard cash you have with an administrator or custodian is insured. With the insecurity in the markets and the banking industry particularly hard hit, not all custodians or administrators are equal. If you are looking for a third party administrator who will protect your cash in FDIC insured institutions, visit www.theentrustgroup.com

When you are organized and when you protect your assets, you have a better chance of prospering and financial peace of mind.

Robert Kort has been a licensed Insurance Agent since 2001. Robert Korts main focus has been Retirement Planning for most of his career. Robert has helped hundreds of clients who have benefited from his financial planning and insurance expertise.

Experience - Knowledge
Robert Kort specializes in: Health Insurance, 401k Rollovers, IRA Transfers, Retirement Planning and Financial Planning.

Services
With years of experience in the insurance industry and retirement planning field, Robert Kort can offer you the most sound advice available. Get in touch with Robert Kort today and learn how he can help you with all of your Financial and Retirement Planning Needs.

www.RobertKort.com

Tags: retirement, retirement planning, retirement strategies, best places to retire, 401k, 403b, IRA, Roth IRA, pension, retirement savings, mutual funds

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