Senior Director of Retirement & Investor Research at ICI Sarah Holden on Features of 401(k) Plans, Including the Potential for "Free Money"
Best Friends Finance
English - August 25, 2020 01:00 - 43 minutes - 29.9 MB - ★★★★★ - 74 ratingsSelf-Improvement Education Business Investing women money finance friends saving spending investing budget retirement financial planning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
How many Economists with a PhD who study retirement and policy trends, as well as the behaviors of an investor do you know? We know one!
Sarah Holden is the Senior Director of Retirement and Investor Research at Investment Company Institute, the leading global association of regulated funds. Despite that hefty title, Sarah uses plain English to make retirement and investment concepts clear. In this episode, she shares the three steps every worker should take to make the most of a workplace IRA or an individual IRA.
Learn how America’s retirement system works for you, the difference between the types of plans and the smartest ways to save in them. If you’re ready to take your retirement to the next level and do some financial housekeeping, you won’t want to miss our conversation with Sarah!
Here is a list of neutral websites Sarah references:
RESOURCE CENTERS
https://www.ici.org/iraresource
ICI EDUCATION FOUNDATION
FINRA BROKER CHECK
https://www.finra.org/investors/learn-to-invest/choosing-investment-professional/about-brokercheck
DOL SMALL EMPLOYER SITE
https://www.dol.gov/general/topic/retirement/smallbusiness
SEC INVESTOR EDUCATION
https://www.investor.gov/contact-us
SOCIAL SECURITY
https://www.ssa.gov/myaccount/