I am often asked the following question by individual company 401(k) retirement plan participants. “How can I get around the poor mutual fund options on my company 401(k) retirement plan menu?” For most company 401(k) retirement plan participants, the answer can be...
Mutual funds are the Rodney Dangerfield of the U.S. investment management landscape because “they get no respect.” My apologies to the young readers of this blog post. My two college kids had no idea who that was either. I linked his Wikipedia profile page to his name...
More and more company 401(k) retirement plan sponsors are offering the SDBA account option. SDBA stands for a self-directed brokerage account. This account option is offers a brokerage account options within your existing company 401(k) retirement plan account. The...