Your Journey to Financial Freedom Starts Here
Take the first step toward maximizing savings, minimizing stress, and achieving your dream retirement.
Retirement Savings Tracker
Monitor your savings progress, get up-to-date estimated ‘pension’ at retirement
Retirement & Financial Calculators
Calculators for retirement finance like 401(k) calculator, portfolio calculator, …
Investment Model Portfolios
Sound investment strategies customized for 401(k), IRAs and taxable accounts
Browse retirement plans
- Most comprehensive retirement plan database
- Find plan contact
- Find plan match, contribution & vesting policies
- Get plan investment options and model portfolios
Example plan model portfolios
- Custom model portfolios for 401(k) plans
- Diversified asset allocation portfolios
- Tactical portfolios to avoid large loss
- Monitor and track performance
Feature Articles
IRAs as One of the Emergency Fund Sources
Special Issue: Staying the Course Amid Market Turmoil
The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
The Right Way to Withdraw from Your 401(k) Without Regret
Maximize Your Cash Returns
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
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Quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning, and much more …