Ask Brandon Steele
Press About Brandon Steele
“These funds are split up by asset class, and you can choose which funds you would like to invest in and what percentage you would like to allocate to each,” says Brandon Steele, CFP, ChFC, and co-founder and CEO of Mainsail Financial Group.
“A big issue for current IRA holders is the potential legislative changes,” says Brandon Steele, Founder/President of Mainsail Financial Group in Bellevue, Washington.
“Roth IRAs have specific five-year rules that can create challenges if you are not aware of them,” says Brandon Steele, a certified financial planner and co-founder of Mainsail Financial Group in Bellevue, Washington. To avoid paying fees or penalties, you’ll want to follow the time-sensitive guidelines.
Brandon Steele’s Books
Inspired by his upbringing in a middle-class family where they struggled to reach financial freedom, Brandon wrote Retire by Design to break down the barriers surrounding planning for retirement. His book inspires families to have conversations about finances.