The Lifetime Income Series: “Brainless Is Painless” – Efficient Retirement Investing
Special Guest: Joel Mee on the Logistics of 401-K Plans
In this week’s edition of The Lifetime Income Series, Jim and Cathlyn discuss employer-sponsored retirement plans. They look at tax efficiency, investment efficiency and the benefits of automatic “brainless is painless” contributions. They also discuss investments available in a 401-K plan. Jim’s special guest is Joel Mee, Director of Retirement Plan Sales Operations at The Standard. Joel looks at the logistics involved in 401-K plans.