In this podcast, you’ll learn about the most underutilized feature in your university retirement plan and, in my opinion, the most beneficial. You’ll learn which retirement plan vendors offer these features (not all of them do). Every higher ed employee should be implementing this strategy in their retirement plan if their plan allows it. Bonus, if you happen to have a 401(a), I’ll share with you another mostly unknown fact regarding those types of accounts and how to crush your expenses down.
In this episode, you’ll learn:
- How to access thousands of investments in your retirement plan
- What is BrokerageLink?
- How to get BrokerageLink
- How to access ETF’s in your 401(a)
- How to avoid trading fees in your BrokerageLink account
Resources available at www.higheredretire.com
S&A Financial Services, Inc. is a registered investment
advisor. Content presented is for informational purposes only and should not be
considered as investment advice or as an offer or solicitation for the sale or
purchase of any specific securities, investments, or investment strategies.
Always consult with your tax advisor or attorney regarding your specific