Reallocation for Retirement | Tesla's Billion-Dollar Valuation | Market Update June 2024

Your 401k doesn't give you enough control over your investments as you approach retirement, so reallocating your retirement accounts can help. Rolling over your 401k into an IRA is a great place to start.
The reason you want more control over individual investments is so that in retirement, you can take your withdrawal from the segment that is the best performer at that point in time.
Get the full details on this strategy in this segment from WGN, plus president of Phase 3 Advisory Services in Buffalo Grove, John Bever CFP(r), and John Williams chat about a possible correction in the market and they compare Tesla's industry disruption with that of the railroad industry in the 1800s.
Listen now.
Follow Us on Facebook: / phase3advisory
Follow Jim on LinkedIn: / johnbever
Do you want a retirement that allows you to do more than just get by? Do you want one that allows you to retire wiser - to do more of the things that mean the most to you? At Phase 3 Advisory Services, our CERTIFIED FINANCIAL PLANNER™ professionals are here to help you #RetireWiser.
Phase 3 Advisory Services, Ltd. | 1110 W. Lake Cook Road, Ste 265, Buffalo Grove, IL 60089 | 847-520-5545 | www.phase3advisory.com. Securities offered through Osaic Securities, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Securities. This communication is strictly intended for individuals residing in the states of : AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.