Choice in the context of a retirement plan means something quite different to providers that aren't fiduciaries to a plan than to fiduciary plan providers.
Financial advisor Eric Nelson sees no need to overcomplicate things.
For most investors, it’s a death sentence.
Independent-minded clients like to get involved in the investment process but are prone to certain cognitive biases that can torpedo their ability to reach their goals.
Regularly reviewing the investments you use in client portfolios can be relevant even for advisors with a passive investment philosophy.
Several recent cases reveal that IRA owners are exposed to IRS scrutiny for alleged IRA errors for a lot longer than they might have thought.
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