The Great Ed and Med Ruse

Don dives into one of his biggest issues with the financial services industry. Many insurance companies are lying their way into the retirement plans of educators, medical workers, and public employees and sucking out HUGE fees. That's not conjecture, it's fact. Even worse the teachers unions are more than complicit. They actively promote expensive annuities to their members.

Then onto the questions:

  • Where can the most recent IRS mortality tables ne found?

  • Does al all value portfolio make sense?

  • What should be done with an old fixed annuity?

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Just Change the Rules

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Chock Full O' Qs