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Investing for Retirement: Plans and Pitfalls

An experienced broker, securities examiner, and educator shares his experiences helping others invest for retirement. General information to guide consumers on the steps required to develop a personal retirement plan including: goal setting, income sources, closing gaps, tax-advantaged resources, investing principles, procrastination, implementation, and additional resources.

David M. George serves as Investor Education Coordinator and Senior Securities Examiner with the Arkansas Securities Department. David has more than 30 years of experience in the investment industry, working in broker/dealer, compliance, and administration.

https://youtu.be/Ui4lyGz_HhY

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This website is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of use at extension.org/about/terms.

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