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Remove Target Date Funds From Your Retirement Portfolio

Remove Target Date Funds From Your Retirement Portfolio

The Retirement Solution · Jon Hicks

April 8, 202513m 42s

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Show Notes

What investments are dragging down your portfolio? Jon Hicks explains how to clean out your investments and eliminate underperformers such as TDFs to maximize gains. He discusses the option of rolling over your 401k into a self-directed IRA at 59 and a half to gain more control of the assets to invest in. Jon also touches on other investments to avoid, such as high-dividend ETFs that pose more risk than people may realize.

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Topics

retirementfinancial planninginvestment strategiesfinancial advisorTDFsETFsdividendsIRARollover