More and more I’m finding that people I interact with in everyday life simply do not understand the retirement plans they have through their employer (like a 401(k) or IRA). They don’t understand their exposure to 4 huge limitations or “Wealth Eroders” including: 1) Market Losses, 2) Future Tax Increases, 3) Fees & Expenses & 4) Liquidity Penalties.
I’ve recently authored a whitepaper called Qualified Insanity™ that discusses these limitations (hopefully in a simple, easy-to-understand way). I’m inviting you to download a free copy of this paper and read it. I welcome your thoughts and feedback.