Never belittle the question or the person asking the question. These are sincere queries that represent commonly held beliefs. These beliefs live a Schrodinger Cat-like existence, being generally not quite true and not quite false. It’s critical, for the benefit of all retirement savers, that these questions be asked and that fiduciaries encourage their asking. This is the only way that allows the fiduciary to respond in the second noteworthy way: By using these questions to refute misconceptions and promote good retirement saving decision-making.
Tag "Roth"
Horse trading, sales/advice, and market tops.
Congress may be zagging when common sense says it should be zigging. Or maybe not.
Cap Cutting, Back Burners, and Eternal Truths
Pension problems, spaghetti regs, and the never ending battle between stocks and bonds.
State pension implosion, a regulation without teeth, and the fee-value correlation.
The traditional lifestyle arc, along with the traditional career arc, may push millennials away from Roth style savings later in life.
State-run wrongs, advice vs. sales, and the consequences of fee compression.
Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds
FiduciaryNews.com is sponsored by…
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17
Practical discussions, wither “Fiduciary”? and understanding fees.