This week November 11, 2017 on Money For the Rest of Us Plus, we look at how to decide between a stable value fund option and a bond fund within a tax deferred retirement plan. We review what to look for in a multi-manager advisor recommended portfolio service. Finally, we look at how self-directed individual retirement accounts can be used to invest in alternative investments such as real estate and what are some examples of prohibited transactions within self directed IRAs. … [Read more...]
What Are GICS and Stable Value Funds
This audio lesson discusses guaranteed investment contracts ("GICs") and stable value funds. Topics covered include: The difference between a traditional GIC and a synthetic GIC. Why stable value funds within defined contribution plans have switched to synthetic GICs from traditional GICs. An example of a traditional bond fund that tried to smooth out returns and limit volatility due to interest rate changes. The episode length is 6 minutes. Audio Lesson Audio … [Read more...]