Paul and PWI advisor Jim Wood discuss a proposed change to 401(k) plans that would allow investments in private equity. Are private equity and REITs a good method to diversify your 401(k)? Listen to find out what is really meant by the marketing gimmicks, “Is featured in ____” and “Sophisticated investors really mean ____.” Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on June 13, 2020.
Tax Planning Through The Four Phases of Retirement (Part 2)
How much you save for retirement is important, but what’s more important is how much you will get to keep. In a