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The Weakest Plan?
Manage episode 394604501 series 31291
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
1841 에피소드
Manage episode 394604501 series 31291
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
1841 에피소드
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