Om episode
Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week with his criticism of target-date funds, calling them a “terrible choice for most people.”An intense yet respectful debate then erupted on Twitter, which is almost unheard of for the platform, with Morningstar’s Christine Benz, among others, weighing in. Benz joined us to discuss the spat and much more, including possible changes to back-door Roths, HSAa, and what’s new in retiremen...