How will Biden’s veto affect individual IRA’s? Can I tell my IRA fund manager to never include ESG strategies when overseeing my retirement money?
Every mutual fund available in an IRA publishes an annual or semi-annual report that contains all the information you need to know about how the fund is managed. If some loser wants to invest in an ESG-driven fund that gets a 0.1% annual return when other funds in the same asset class are getting 10%, then who cares?
“Can I tell my IRA fund manager to never include ESG strategies when overseeing my retirement money?”
We did about six months ago in the meeting with our Vanguard guy. He made adjustments.
No, it’s not your money if the Fund Manager controls it.