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Ep. 1329: The Weakest Plan? episode artwork

EPISODE · Jan 10, 2024 · 42 MIN

Ep. 1329: The Weakest Plan?

from Talking Real Money - Investing Talk · host Don McDonald

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 Questions? Comments? Click!

Episode metadata supplied by the publisher feed · Published Jan 10, 2024

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Ep. 1329: The Weakest Plan?

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