Liability and the Fund Companies

Paul and Ira have a conversation about retirement planning. They cover 2020 contribution amounts for 401(k), SIMPLE, HSA, and other accounts. Find out if annuities have improved over the years. Listen to find out why fund companies can get away with their practices and Ira’s grocery store analogy.

Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.

This is hour 3/3 recorded on January 4, 2020.