The Weakest Plan?
Talking Real Money - Investing Talk
English - January 10, 2024 23:38 - 46 minutes - ★★★★★ - 113 ratingsInvesting Business Education investing investment invest money wealth retirement mutual fund stock bond advice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Of all the types of employer-sponsored retirement plans, 403(b) plans are among the worst. Without a fiduciary requirement, many of the investment options are expensive, high-commission insurance products. That's why the onus is on you to make smart choices. Then, we hear from listeners:
To discuss issues with distributions from and taxes on an estate.
How to get a portfolio evaluation from us?
What do we think of Delaware Stautory Trusts (DSTs)?
When should RMDs be taken?
What's the best way to retire to Florida and find a place to live?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Of all the types of employer-sponsored retirement plans, 403(b) plans are among the worst. Without a fiduciary requirement, many of the investment options are expensive, high-commission insurance products. That's why the onus is on you to make smart choices. Then, we hear from listeners:
To discuss issues with distributions from and taxes on an estate.
How to get a portfolio evaluation from us?
What do we think of Delaware Stautory Trusts (DSTs)?
When should RMDs be taken?
What's the best way to retire to Florida and find a place to live?
Learn more about your ad choices. Visit megaphone.fm/adchoices