Most investors never hear the term “held away account.”
Until their current investment advisor uses it to explain why.
He or she can’t provide customized 401(k) investment advice.
Your current 401(k) isn’t custodied at the same firm as your investment advisor.
So your 401(k) is “held away.”
What “held away” means to your 401(k):
• An account your financial advice firm doesn’t custody
• An account your financial advice firm can’t manage
• An account your financial advice firm can’t bill advisor fees
• An account your financial firm they can’t trade in
In other words:
Your current investment advisor is locked out of your 401(k).
Your individual 401(k) is the centerpiece of your retirement strategy.
Why does the financial advice industry make it so difficult.
For you to get individual 401(k) investment advice?
Forget about “held away” for a moment.
Your individual 401(k) is your money.
Stop waiting for permission to get investment advice.
Stop “guessing” with your 401(k) mutual funds.
Investment advisors must follow strict rules when discussing 401(k) accounts.
Because of the “held away” restrictions.
You don’t have those restrictions.
You have full authority and decision making power.
That’s the freedom advantage of the individual 401(k).
You are the single person who cares most about your retirement savings.
If you’re an individual 401(k) investor who wants clarity and confidence,.
With a 401(k) investment management strategy with no limitations.
Let’s get connected and talk about your 401(k).
P.S. Your 401(k) isn’t “held away” if you work with an investment advisor who cares.
