In this episode of The Asset Preservation Hour, financial advisor Stewart Willis dives into the hidden costs lurking inside your 401(k). While employer-sponsored retirement plans are great tools for building wealth, many investors are unknowingly overpaying in fees, or holding underperforming funds, simply because they don’t know what to look for.Stewart breaks down what you need to know about in-plan fees, investment options, and why even solid 401(k)s may have better alternatives. He also explains how in-service rollovers work for those over 59½ and why proactive planning matters, even while you’re still working.Plus, the episode explores:What NOT to include in your will 🛑How beneficiary designations override your estate documentsThe difference between a will and a living trustWhy failing to plan your estate can tear your family apartIf you’re still working, approaching retirement, or managing an inheritance, this episode offers real, practical advice to protect your future.📞 For your complimentary 401(k) and estate plan review, call 877-5-RETIRE (877-573-8473) or visit: AssetPreservationWealth.com

Ver todos los episodios