Stop Hidden Fee Leakage in Retirement
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Stop Hidden Fee Leakage in Retirement
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ナレーター：
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著者：
You know your advisor's 1% fee — you signed an engagement letter for it. What you never signed off on: the 0.85% expense ratio buried inside your funds, or the 0.2% platform fee buried in the account paperwork. Stack them together and a common total is 2.05% — on a $1 million portfolio, that's $20,500 leaving quietly every year, with no line item anywhere that ever shows you the number.
In this episode, two hosts trace all three layers of hidden fee drag,
walk through why it shows up as a smaller balance at 85 instead of a
visible charge, and apply it to Mark's real case: $22,550 a year leaking
out of his portfolio, and the single repositioning move — $250,000 into
a fixed indexed annuity — that simultaneously lowers his fees, raises
his guaranteed income, and cuts his market withdrawal rate to 1.4%.
This is a companion series exploring ideas from The Income Standard,
hosted by Tod Long. Hear Tod himself, in his own voice, on the flagship
show — link below.
theincomestandard.com