Tag: retirementplan


  • Iron Capital Perspectives
  • May 14, 2026
  • APIA Communications

Episode 26 – You’ve Been Lied to About Target Date Funds

Let’s explore the hidden sophistication in your retirement plan’s “simplest” option. Chuck and Michael welcome special guest Andrew Jacobs van Merlen, Portfolio Manager for T. Rowe Price Target Date Strategies, for a conversation about the evolution of the $5.2 trillion target date retirement fund industry.


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  • Iron Capital Perspectives
  • September 19, 2024
  • Chuck Osborne

This is Taxing

I might be in the minority here, but this presidential election season seems more taxing than most. I really wish there was an interesting, or even realistic, tax proposal I could dissect for you all, but nope. All we are getting is “red meat” for the bases.  The Harris proposal includes raising corporate taxes. This…