Author - Eve Kaplan

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Five Easy Pieces of Investment Advice
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Showdown in Retirement Planning: “The Wild West” vs. a Uniform Standard of Fiduciary Care

Five Easy Pieces of Investment Advice

by Eve Kaplan, CFP(R) Professional

Here are Five Easy Pieces of Investment Advice that can s-t-r-e-t-c-h your investment dollars. The first 3 “Pieces of Advice” are connected. It’s a good practice to verify if your broker or advisor is following these tips or not (I’m always amazed to see how many money managers disregard these commonsense ideas and cost their clients more money):

  1. Location, Location, Location

Different types of investments fit better in taxable accounts (funded with after-tax money) vs.  tax-deferred accounts (e.g. IRAs, 401ks) vs. accounts that never will be taxed (Roth IRAs or Roth 401ks). While one investor …

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Showdown in Retirement Planning: “The Wild West” vs. a Uniform Standard of Fiduciary Care

by Eve Kaplan, Certified Financial Advisor(TM) Practitioner

Without realizing it, your retirement plan (including IRA accounts) might have you firmly planted in “The Wild West.  That’s because you likely are missing a Fiduciary Standard of Care (meaning your interests, as a client, are secondary to the plan provider interests involving making a lot of money). While there are significant improvements to retirement plans in recent years, there still is long way to go. On the plus, 401k and 403b investors now enjoy fee disclosures on quarterly statements, lower costs and the addition of low-cost index funds to defined contribution plans.  …

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