What inspired me to find a tremendous investing opportunity in the Internal Revenue Service's tax code?

Back in the 1960s and the 1970s, Most Fortune 500 companies had traditional defined benefit pension plans and thrift/savings plans. Mid-sized to smaller employers had either a profit-sharing plan or no plan.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.