Andy Panko, CFP®, RICP®, EA’s Post

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Practitioner and educator of tax-efficient retirement planning & investment management

I had the pleasure of contributing some of my thoughts to Beth Pinsker CFP® MarketWatch article that came out today It's about how lots of people unknowing have their IRAs sitting mostly or solely in cash, potentially for a very long time! #RetirementPlanning #IRA #Investing #FinancialPlanning

Switched jobs? Your 401(k) rollover could be losing money. Here’s how to fix it.

Switched jobs? Your 401(k) rollover could be losing money. Here’s how to fix it.

marketwatch.com

Charles King

Partner/Executive Vice President

1mo

I’m a proponent of holding high interest cash accounts and ultra shorts, and systematically entering the market on equities when you see good cost basis. In a 2.25 fed funds rate I call that crazy, but when cash and short holdings are yielding 4.5 -5.2 it seems perfectly sane for the risk averse.

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