Money Talks – April 20, 2019

Published: April 23, 2019, 10:48 p.m.

This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager – Retirement Services Justin Wagner, AIF®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss sector performance for both the week and year to date. They also discuss interest rates and inflation indicators. The experts delve into a situation common to many investors—having all of their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten Year Rule to their 401(k) assets when trying to plan for liquidity. The show hosts also address listeners’ questions on in-plan Roth 401(k) conversions and how to evaluate a company’s retirement benefits package when considering a job offer.