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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
https://www.kiplinger.com/article/retirement/t003-c032-s014-inheriting-an-annuity-stretch-its-tax-benefits.html

Retirement Ready (Tony Drake radio program)
https://retirementreadyshow.com/about-us/

Is a Target Date Fund Right for You?
https://www.kiplinger.com/article/investing/t047-c032-s014-is-a-target-date-fund-right-for-you.html

ICI.org: Target Date Funds Remain Popular Investment in 401(k) Plans
https://www.ici.org/news-release/21_news_tdf

The Disturbing Conflicts of Interest in Target Date Funds
https://www.kiplinger.com/investing/mutual-funds/602705/the-disturbing-conflicts-of-interest-in-target-date-funds