Lee pulls back the curtain on some of the best-kept secrets for possibly improving returns and taking more control of your 401k—and, more importantly, how to utilize them if you are lucky enough to have them.

Some of the secrets Lee will reveal include:

• The significant benefits of:
• An in-service transfer and self-directed brokerage accounts
• Why you may not want to transfer an old 401k to your new employer’s 401k
• Why you may not want to maximize your 401k contributions
• Why target-date funds may not be your best option
• How to harness the power of a Roth 401k
• How to create tax-free income from your 401k
• Why you need an independent 401k analysis