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My Advisor Told Me to Get Out of My Low-Cost Index Funds- Money Q&A

The Personal Finance Podcast

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Understanding Investment Fees and Portfolio Management

This chapter discusses the upcoming changes to Minimum Distribution rules for Roth 401ks and Roth 403bs in 2024, which enhance retirement planning strategies. Additionally, it addresses the implications of investment fees and the advantages of low-cost index funds over actively managed accounts.

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