5min chapter

Animal Spirits Podcast cover image

Talk Your Book: How Advisors Can Manage 401k Accounts

Animal Spirits Podcast

CHAPTER

How Much Money Is Held in Four O One Case?

A lot of the studies actually attribute one % alpha to tax location and asset location strategy. Most clients do not regularly review or re balance their four o one case. By stream lining this, you've a much better sense of where your clients were actuly atlocated. The last report that i read was about seven trillion dollars across four o one cas.

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