ZARAGOZA & ALVARADO RETIREMENT PLAN

  • Address: PO BOX 195598,GUAYNABO,PR
  • Contact person: JUAN ALVARADO
  • Phone: (787) 999-4400
Investment Options of ZARAGOZA & ALVARADO RETIREMENT PLAN (as of 2022)
PUTNAM RETIREMENT ADVANTAGE 2050V (PUTNAM INVESTMENTS)
PUTNAM RETIREMENT ADVANTAGE 2035V (PUTNAM INVESTMENTS)
PUTNAM RETIREMENT ADVANTAGE 2030V (PUTNAM INVESTMENTS)
PUTNAM RETIREMENT ADVANTAGE TRUST M (PUTNAM INVESTMENTS)


At the end of 2022, the total number of retirement plan participants in ZARAGOZA & ALVARADO RETIREMENT PLAN is 48

Articles on Retirement Plans

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 ...

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