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Talking Real Money - Investing Talk

Talking Real Money - Investing Talk

Business:Investing

The Truth About Rollovers

The Truth About Rollovers

2022-07-07
Download Right click and do "save link as"

So many "financial advisors" will say almost anything to get you to rollover your 401k or 403b to them. The most egregious of those are peddling annuities inside IRAs (a HORRIBLE idea). Will a new Labor Department rule requiring greater disclosure reduce the abuses?

A listeners wonders why Don hates Cathy Wood (of Ark Innovation).

Finally, Eli has a beef with Grandpa Tom over his 529 plan. You really need to see the video (youtube.com/talkingrealmoney)

view more

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