Portfolio Diversification Using Factor-Based Investing - 104

Published: Feb. 27, 2017, 4 p.m.

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Larry Swedroe from Buckingham Strategic Wealth talks about factor-based investing for a widely diversified portfolio, and the difference between alpha, beta and smart beta. 7 tax planning tips for millionaires and those who want to be millionaires. Joe and Big Al talk about Social Security and the often overlooked family benefits. And, the fellas answer emails on SEPP, 72(t), IRAs, 8606\\u2019s, 1040\\u2019s and other mysterious numbers and acronyms.

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