Financial Planning Keeping Your 401(k) on Track Most 401(k) plans are composed of mutual funds, where daily scrutiny isn't necessary or even desirable. Quarterly check-ups - a review every three months or so - is more in order. How to monitor your retirement portfolio.
Features Taxable vs. Tax-Deferred Accounts Investment Research: The advantages of tax-deferral are strong & when compounded over long periods, they may overwhelm higher tax rates. When deciding on mutual fund allocation, put the highest pretax-returning fund in the tax-deferred account.
AAII is a nonprofit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement funding, AAII covers all your needs.