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The Retractable (Debt) Ceiling

by Admin | May 19, 2023 | Economic Updates, Some Basic Money Concepts, Your Questions Answered

Your Questions Answered by Eric: Recent TSP Changes

by Eric Kee | Jun 5, 2020 | Video Commentary, Your Questions Answered

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

Your Questions Answered by Eric: A New Strategy to Raise Cash Ahead of a FERS Retirement

by Eric Kee | May 29, 2020 | Video Commentary, Your Questions Answered

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

Your Questions Answered by Mel: Can I move dollars from my IRA to a Roth?

by Mel Constant | May 13, 2020 | Video Commentary, Your Questions Answered

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

Your Questions Answered by Mel: When to invest in my Roth or IRA?

by Mel Constant | May 13, 2020 | Video Commentary, Your Questions Answered

Your Questions Answered by Ron: What’s The Required Minimum Distributions?

by Ron Blair | Apr 22, 2020 | Video Commentary, Your Questions Answered

Your Questions Answered: What’s The Required Minimum Distributions? Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate...
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© Personal Benefit Financial

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial planning offered through Personal Benefit Financial.Rountree & Associates doing business under Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.Neither Kestra IS nor Kestra AS provide tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.