Q&A Time: In-Plan Roth 401(k) Conversion and Comparing Benefits Packages

The show hosts also address listeners’ questions on in-plan Roth 401(k) conversions and how to evaluate a company’s retirement benefits package when considering a job offer. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…

Q&A Time: Oil Exploration MLPs, Estate Planning, and Disney

The “Money Talks” hosts round out the show answering listeners’ questions on mining and oil exploration master limited partnerships (MLPs), naming an executor for your estate, and Disney’s acquisition of 21st Century Fox. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…

Q&A Time: Emerging Markets, LTC Policies, and Disability Riders

The “Money Talks” hosts answer listeners’ questions on emerging market funds vs. the S&P 500 Index, determining the need for long-term care insurance when one has no heirs, and the available riders for disability insurance policies. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments,…