Scott Andersen LPL Advisor
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With over 18 years of experience, it has been my privilege to help my clients work towards achieving their financial goals. While today's financial markets are much different than those a generation ago, I pride myself in keeping in touch with the latest technology, ongoing research, and product variance so that my clients can optimize their investment strategy. Whether it be investing for retirem
01/09/2023
Getting an Inheritance? Here Are 4 Things to Consider
Getting an Inheritance? Here Are 4 Things to Consider Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
12/22/2022
10 Ways Secure 2.0, Part of Spending Bill, Changes Retirement Planning
I'll be listening to a webinar later this morning on this as there are some key details on how this should benefit savers in the years ahead. Check out section 126. I see a lot of value in that if passed.
10 Secure 2.0 Act Measures Included in $1.7T Spending Bill | ThinkAdvisor Among them: an increase in the RMD age and 529 plan-to-Roth IRA rollovers.
03/07/2022
Annuity Payments Don’t Make Your Retirement: They Make It Better
Annuity Payments Don’t Make Your Retirement: They Make It Better | Kiplinger Answers to frequently asked questions about how annuities work, what they can do for retirees, how they are taxed and how inflation affects them.
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Website
Address
2998 Douglas Boulevard , Suite 320
Roseville, CA
95661
Opening Hours
| Monday | 6:30am - 4pm |
| Tuesday | 6:30am - 4pm |
| Wednesday | 6:30am - 4pm |
| Thursday | 6:30am - 4pm |
| Friday | 6:30am - 4pm |
