We wish to invest for our future but need financial advice. We are both senior citizens and have put our money in our money market account. What is your opinion in investing in a Roth IRA? Or, is there another investment that is safer? Is there an age requirement? I'm 68 years old and my husband will be 70 this December.
This is more of a question for a financial advisor than an attorney. I suggest you sit down with an investment advisor or broker from a reputable firm to discuss your financial situation. While there are bad brokers in every barrel, advisors with the CFP (Certified Financial Planner) designation seem to be more likely to take good care of their clients.
I would advise seeking the assistance of a financial adviser. This forum is intended to answer general legal questions and concerns, and is not geared towards financial planning.
You and your husband need to speak with a good financial advisor. This is a forum for general information on legal questions, not on financial or investment questions.
My answer does not constitute legal advice and may not be relied upon by anyone for any purpose and does not constitute an attorney/client relationship or an offer to form such a relationship. This disclaimer is intended to be fully compliant with the requirements of Treasury Department Circular 230 and the terms thereof are fully incorporated by reference.
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