Episode 89: Supersizing Accounts, Forget the 22-5 Limit
Defer Money (Forget the 22-5 Limit)
Cobler Capital Management, LLC is a registered investment adviser and the opinions expressed by Bob Schwarz Financial on this show are their own and do not reflect the opinions of Cobler Capital Management, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be depended upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.