Why Your Target Date Fund Might Be Missing the Mark

Think your 401(k) target date fund has you covered? Think again. In this episode, Jimmy Lin breaks down why cookie-cutter retirement strategies may fall short—especially in today’s changing tax landscape. From the impact of the “big, beautiful bill” on Social Security taxes to the hidden risks of one-size-fits-all investment plans, Jimmy explains why personalization matters more than ever. Plus, a look at the often-overlooked question: what are you actually retiring to?

If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, go to rightpathwm.com and set up a free meeting with Jimmy and the team or call 702-805-7000.

Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT, starting July 12th!

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