The Weakest Plan?
Jan 10, 2024•46 min•Transcript available on Metacast Episode description
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?
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