| Plan Investment Choice Ratings | Plan Rollover Helper |
MyPlanIQ Plan Comparison & Rollover Assistance
Use MyPlanIQ Plan Compare (or visit your plan pages and find the plans' scores) to compare multiple plans. The comparison tool compares plans' investment choices qualities and it shows detailed plans' model portfolios comparison. You can also use Portfolio Comparison tool to compare various portfolios and funds.
Compare Plans
Brokerage ETF/Mutual Fund Plans for IRAs or Taxable Accounts :
Which
brokerage ETFs/Mutual Fund IRA or taxable plans are best
For
your (or your family) multiple retirement plan accounts, see which ones are better.
Variable Annuities or Variable Life Insurance Plans :
Examine
the investment choices of variable annuities or VULs suggested by your brokers.
See
which state has the best 529 investment choices.
RolloverIQ compares two plans and their model portfolios to help you decide whether it is a good idea to rollover from one plan to another.
Read RolloverIQ Video for more details.
Use RolloverIQ to decide
From 401K to 401K:
whether
a 401k plan in your old work place is worth to keep or it's better to rollover to the new 401k plan.
From 401k to IRA rollover:
whether
a 401k plan in your old work place is worth to keep or it's better to rollover to a brokerage
IRA plan .
Brokerage IRA rollover:
whether
it's better to rollover an existing IRA account to another brokerage IRA account .
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