401(k) Check Up

30,000 Foot View Across All Your Accounts

When was the last time you looked at your accounts holistically with a target asset allocation in mind? If it’s been a while or never, sounds like it’s time for a portfolio check in. Most people have accumulated a variety of accounts such as 401(k)s, 403(b)s IRAs, and brokerage accounts over the course of their careers. Many of us manage each of these accounts individually. Let’s make sure your overall asset allocation matches your risk tolerance and puts you on track to meet your goals.

To Roll Over or Not to Roll Over?

Do you have an old 401(k) from a previous employer? Before you make any changes, it’s best to first compare fees and investment options and familiarize yourself with the different rules for 401(k)s and IRAs. Plan wisely before making any rollover decision.