How Free is Free? (#281)
Buffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right?
- The Risk of Buffer and Floor Strategies
- SEC Warning
- Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
- Meridian Wealth Management
- 403bwise.org