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Home 2019 February 25 How to Avoid These 15 Retirement Account Fees and Save Money

How to Avoid These 15 Retirement Account Fees and Save Money

Loads

Loads are typically described as front-end or back-end. A front-end load is an expense incurred at the purchase of the fund. For example, a 3 percent front-end load on a $5,000 investment means that $150 goes toward the sales fee, and $4,850 is invested.

Back-end loads are deferred sales charges, or redemption charges, that go into effect when a fund is sold before a certain time. Back-end loads tend to decrease the longer you wait to sell the fund. According to Morningstar, in the first year back-end loads start at around 5 percent to 7 percent. They go down to 0 percent in the next five to seven years.

Not all mutual funds come with these kinds of expenses. So, if possible, look for no-load funds to save.

Feb 25, 2019Tudor Zaharia
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