Your 401(k) isn’t “set it and forget it.”
It’s “set it and hope you guessed right.”
Most individual 401(k) investors can tell you their balance.
Very few can tell you what their mutual funds actually cost them every year.
Or how they mutual funds they own rank versus other mutual fund options.
Your 401(k) is the least?advised account you own.
At the same time likely your largest stock market retirement asset.
Most individual 401(k) investors I speak with already work with an advisor.
But that relationship often stops short of their 401(k).
Do you know how much you paid last year to own your 401(k) mutual funds?
Or whether the investment results were worth the cost?
My individual 401(k) investment advice service.
Starts with the basics:
Ranking your default 401(k) mutual funds.
By annual cost and recent investment performance.
I answer the two most important 401(k) investment management questions:
How much have you paid in annual fees in real dollars?
And has your investment performance earned that cost?
Once you can see the true cost of owning the wrong 401(k) mutual funds.
You can stop guessing “what to buy.”
That’s the real value of a 401(k) audit.
The numbers you have never seen before.
Informed control over your 401(k) mutual fund picks.
Ever seen your 401(k) mutual funds broken down this way?
If interested, let’s get a connection started here.
P.S. Know what you are paying and what you are getting in your 401(k).
