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The Silent Killer: Fees in Retirement Plans
Manage episode 420723174 series 3561354
Inhoud geleverd door Impact Partnership, Damon Roberts, and Matt Deaton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership, Damon Roberts, and Matt Deaton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts & Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
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