Robert McCullock
ABOUT Robert

Robert McCullock graduated from San Jose State University in 1997 with a Degree in Business Administration and a concentration in Finance. He started directly in the financial services industry and has worked over 15 years for a couple major brokerage companies in area of investment consultations. Robert also spent years as a local Branch Manager [...]

Many people are making mistakes when it comes to their IRAs. The top 3 mistakes we see are: people missing out on funding their IRAs, misunderstanding the age limits for contributions to an IRA and forgetting the spousal IRA. While there are many more mistakes, knowing these top 3 could help you avoid these common errors.

*IRA rules have changed since this video was produced – download the SECURE Act Guide for the latest!

For other IRA mistakes to avoid and much more, check out our comprehensive blog post, IRAs: Everything You Need to Know

Advanced IRA Strategies

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