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Mutual Funds for Investors in Retirement Accounts

How to Increase Your Net Worth By $500,000 In Few Simple Steps
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Last updated 1/2016
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What Will I Learn?
Develop an understanding for how your retirement money is invested
Calculate how much your retirement portfolio is costing you in fees
Understand what makes a good mutual fund investment and review available options
Reallocate your investment portfolio
Achieve significant savings
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  • No initial training or preparation required

As our name might imply, Clarify Everything is dedicated to taking aspects of people’s lives where we feel they are being taken advantage of, and teaching short courses that de-mystify some of these otherwise confusing concepts. US retirement system is one of the areas with a lot of opaqueness and unnecessary complexity, and also the area that has a massive impact on your quality of life. The goal of this class is to get you to understand how your retirement money is invested and how much it is costing you. Our hope is that by following the recommendations in this class, you will adjust your retirement portfolio, so that it is invested more prudently, and will allow you to retire with significantly more money than you otherwise would. Students who have applied our principles to their retirement accounts, have been able to save hundreds of thousands of dollars.

Who is the target audience?
  • Anyone who has a retirement account, such as 401k or IRA, or who is in the process of opening one.
  • The course is NOT suited for those who are already experts in mutual funds and have a deep understanding of how the industry works, fee structures, and what makes a good investment.
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Carify Everything (CLEV LLC) is a partnership of finance industry professionals dedicated to providing students with simple explanations of finance related topics that may seem complicated. We have an average experience of 15 years in the investment management industry and Ivy league education. We have chosen to keep the names of instructors private as it allows us to provide our students with unbiased and unflattering facts about some institutions in the financial services industry.

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