Lesson 17 How Does Your Plan Stack Up?
Retirement plans are all about creation, and protection of wealth with the end goal to provide a secure and bountiful lifetime income after retirement. Yes, the tax benefits are nice, but that’s not the objective. If the plan is poorly constructed, the tax benefits can be swamped by additional costs and poor performance. Almost all plans provide access to fancy websites with numerous bells and whistles. Those bright, shiny objects must not distract you from the primary purpose of the plan, which is to provide economical, effective investments.
Employee-funded retirement plans run the gamut from great to awful. Unfortunately, the quality of the plan is most often not within the control of the individual ...
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