We go to the mechanic’s probably four or more times a year for our cars, the dentist at least twice for our teeth, and who knows how many times we hit the mall for a fashion check, but do you ever get your retirement checked? Think about it.
One of the most important parts of our life, and we usually just glaze over it.
I know it can be difficult to look at the figures, understand the investment options, and then make your best guess as to what you should do, but this is your future.
At least once a year, review your 401(k), 403(b), and other retirement accounts to make sure they are on track for you.
One of the most important parts of our life, and we usually just glaze over it.
I know it can be difficult to look at the figures, understand the investment options, and then make your best guess as to what you should do, but this is your future.
At least once a year, review your 401(k), 403(b), and other retirement accounts to make sure they are on track for you.
- While your 403(b) is probably not eligible for a match, it does help your current tax situation. You receive a 20-30% break on your current taxes to contribute. Every $100 only costs you $70 - $80 off your net paycheck.
- Are your investments diversified? Are you sure?
- Do you have old 401(k) or 403(b) plans at a previous employer? Did you know that you are most likely paying fees for administration of that company’s 401(k) plan. Help yourself… Roll it over to an IRA!
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