Many 401(k) plans that are provided with an employer are known as a Self-Directed-Brokerage Account (SDBA). That means you have the ability to oversee and manage your investments within the plan. However, that takes time and can be confusing or even intimidating if you are not familiar with your plan’s investment choices. You can ask a financial professional to review your plan and investment choices to help ensure that those choices align with your retirement savings strategy. A financial professional can explain your plan’s investment options and offer ideas for how you may want to make changes. Getting started is as easy as scheduling a conversation. |
Aligning Your 401(k) with Your Goals
