Tag: Annuities|Fiduciary|Investment advice|Investment options|IRAs|Lump sum|Pension Rights Center
An X-ray of one affluent, educated and sophisticated investor’s portfolio shows how it was chewed up by fees
Helping an ex-Fortune 500 retiree prepare for her appearance before Congress, the author waded through a mountain of paper only to discover that the woman was likely to outlive her portfolio.
