TOPIC OF THE MONTH
How Am I Invested in My Retirement Account?
đź—“ Wednesday, October 11, 2023
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How Am I Invested in My Retirement Account?Â
What do 401(k)s, Roth IRAs, and 403(b)s all have in common, besides looking like algebraic equations? They are types of retirement accounts, which are offered by most U.S. employers. But like an algebraic equation to the average American, it’s purpose remains unknown. How exactly do these accounts work? How do I invest in them? In this course, we do the math for you and help you discover how investments work in your retirement account. The best part is that all course material is accessible online at any time, so you can complete the course when it’s convenient for you. Sign up for a reminder today!
A little coaching can go a long way
Set time to meet with a financial coach who can provide you general guidance on the basics of estate planning.
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This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.
This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.
FinPath is offered through RPW Solutions.