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On the show this week, David takes a look at a common investment method - Target Date Funds. Many people use them (often through their employer), but can there be any drawbacks to them?
Plus, David has information on the "Final Regulations" of the Secure Act from his recent Ed Slott IRA conference (by the way, Ed will be a guest on the show at the end of June), and he will share about opportunities with Roth IRA conversions that could help in your retirement planning.
Rod Holloway will also be calling in with a market update on inflation tariffs and the international scene. There is lots to cover!
By 98.7 The Zone4.9
1515 ratings
On the show this week, David takes a look at a common investment method - Target Date Funds. Many people use them (often through their employer), but can there be any drawbacks to them?
Plus, David has information on the "Final Regulations" of the Secure Act from his recent Ed Slott IRA conference (by the way, Ed will be a guest on the show at the end of June), and he will share about opportunities with Roth IRA conversions that could help in your retirement planning.
Rod Holloway will also be calling in with a market update on inflation tariffs and the international scene. There is lots to cover!

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