Retirement Investments
Made Simple

Personalized (Free) Model Portfolios Tailored to Your 401(k), IRA and Taxable Investments

Monthly Rebalance Emails to Stay on The Course

Proven Asset Allocation Strategies for Reasonable Returns with Managed Risk -- Modern Portfolio Theory Based Strategic Allocation
-- Momentum Trend Following Tactical Allocation

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Types of Investors We Serve:

IRA/Brokerage Investor

I manage my own IRA or taxable brokerage accounts

  • Answer a few questions to identify your risk profile
  • Customize a brokerage specific ETF or mutual fund model portfolio
  • Use our suggestions to rebalance your brokerage accounts
  • We watch your portfolio 24/7 and send you rebalance emails periodically
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401k Investor

I manage my 401k, 403B, 529 or variable annuity accounts

  • Answer a few questions to identify your risk profile
  • Customize model portfolio for your retirement (401k) plan
  • Use our suggestions to rebalance account
  • We watch your portfolio 24/7 and send you rebalance emails periodically
More details ...
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Advanced Investor

I want to use my own funds or research advanced portfolios

  • Create your own plan using funds you choose and then back test, customize and follow portfolios for this plan
  • Research or follow advanced strategies based portfolios
  • Use your own asset allocation templates while letting MyPlanIQ choose funds and rebalance a portfolio
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Hands-off Investor

I want a professional to rebalance my accounts

  • Let one of our network of financial advisors take care of your rebalance activities in your accounts
  • Low flat annual fee regardless of account sizes
  • Additional financial planning and investment advices
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Brokerage Investors ETF and Mutual Fund Portfolios
Retirement Investors 401K, 403B, 457, 529 & Annuity
Advanced Investors Research Funds & Strategies
Hands-off Investors Professional Help
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Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

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