EPISODE · Oct 11, 2021 · 19 MIN

Christine Benz

from 401(k) Specialist Podcast · host Christine Benz

Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week with his criticism of target-date funds, calling them a “terrible choice for most people.”An intense yet respectful debate then erupted on Twitter, which is almost unheard of for the platform, with Morningstar’s Christine Benz, among others, weighing in. Benz joined us to discuss the spat and much more, including possible changes to back-door Roths, HSAa, and what’s new in retirement income research. Sponsored By: T. Rowe Price

What this episode covers

Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week with his criticism of target-date funds, calling them a “terrible choice for most people.” An intense yet respectful debate then erupted on Twitter, which is almost unheard of for the platform, with Morningstar’s Christine Benz, among others, weighing in. Benz joined us to discuss the spat and much more, including possible changes to back-door Roths, HSAa, and what’s new in retirem...

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This episode is 19 minutes long.

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This episode was published on October 11, 2021.

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