How many Economists with a PhD who study retirement and policy trends, as well as the behaviors of an investor do you know? We know one! Sarah Holden uses plain English to make retirement and investment concepts clear. She shares the three steps every worker should take to make the most of a workplace IRA or an individual IRA. Sarah helps explain how America’s retirement system works for you, the difference between the types of plans and the smartest ways to save in them. If you’re ready to take your retirement to the next level and do some financial housekeeping you won’t want to miss this episode.
Here is a list of neutral websites Sarah references:
RESOURCE CENTERS https://www.ici.org/401k https://www.ici.org/iraresource
ICI EDUCATION FOUNDATION http://icief.org/index.html
FINRA BROKER CHECK https://www.finra.org/investors/learn-to-invest/choosing-investment-professional/about-brokercheck
DOL SMALL EMPLOYER SITE
SEC INVESTOR EDUCATION https://www.investor.gov/contact-us