Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840 ext. 2

Vlog

Jim's video on, "Is Your Retirement Plan Underperforming.  How to Adjust It."

Video Run Time: 4 minutes, 48 seconds

Video Date: 8/27/20


Video Title:  "Super Backdoor Roth IRA."

Video Run Time: 4 minutes, 3 seconds

Video Date: 7/28/20


Video Title: "How to put your RMD back into your IRA for 2020- Cares Act Update."

Video Run Time: 2 minutes, 3 seconds

Video Date: 7/20/2020