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Your Money's Worth

Oct 19, 2021

The simplicity of target date funds has made them popular, particularly among 401(k) investors. But investors may be paying a price.

Links mentioned in this episode:

Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits


Oct 5, 2021

Just because you’re in the will doesn’t mean you’re sitting pretty. Also: Does October deserve its scary reputation for stocks?

 

Links mentioned in this episode:

18 States With Scary Death Taxes
https://www.kiplinger.com/retirement/inheritance/601551/states-with-scary-death-taxes

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