Investment Account Maintenance: Things You NEED To Do!

In this video, we're going to talk about some of the things you need to do to keep your investment account in good shape. We'll cover beneficiaries, contribution limits in IRAs, 401k's, and more!

Investment account maintenance is important if you want to keep your money safe and secure. We'll discuss things like making sure your account is updated, monitoring your account activity, and preventing fraud. After watching this video, you'll be able to keep your investment account in great shape!

I'm Haley Tibbitts with Jazz Wealth Managers, specializing in guiding newcomers through the world of finance. My approach is all about making complex financial concepts accessible and manageable for beginners.

Looking for tailored financial advice? Visit dohstr8.com to schedule a call. We'll discuss how we can work together to meet your financial goals.

Thanks for stopping by! Here's to taking confident steps towards your financial future.