What investments are dragging down your portfolio? Jon Hicks explains how to clean out your investments and eliminate underperformers such as TDFs to maximize gains. He discusses the option of rolling over your 401k into a self-directed IRA at 59 and a half to gain more control of the assets to invest in. Jon also touches on other investments to avoid, such as high-dividend ETFs that pose more risk than people may realize.
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The Retirement Tax Trap Few People See Coming
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Are You Waiting Too Long to Enjoy Your Retirement Savings?
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Why Do Some Retirees Seem to Have It All Figured Out?
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