Today, Evan asks Dan about what he sees as a stumbling block for most investors: their 401(k) options. Dan breaks down why the most common target date funds (TDFs) come up short in every category that PWI looks for in a diversified portfolio. Listen along as these advisors look at some options in a 401(k) and how an advisor can keep you from having a portfolio with higher risk and lower potential returns. Evan closes the show with some good news about the average 2023 tax burden by state.
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