Time-Tested Investment Strategies
Since 2008, MyPlanIQ has offered investment newsletters and model portfolios for retirement plans such as 401(k)s, IRAs, and brokerage investments. These portfolios are based on time-tested investment strategies that include Strategic Asset Allocation (SAA), Tactical Asset Allocation (TAA), and tactical fixed income strategies.
Brokerage, IRA, or Taxable
- Model portfolios for major brokerages
- Retirement IRAs or solo 401(k)
- Taxable brokerage investment accounts
- ETFs or no-load no-transaction fee mutual funds
Income Investors
- Model portfolios for major brokerages
- Based on excellent total return bond mutual funds & ETFs
- Outperformed even best bond mutual funds for past decade
401(k) Investors
- Interactive 401(k) Investment Assistant
- MyPlanIQ Composite Allocation Indicator to reduce risk
- Customize model portfolios specific to your 401(k) plan
Feature Investment Articles
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Recent Articles
- Target’s 401(k) Review: 100% Match on 5% with Immediate Vesting
- Eversource 401(k) Plan Review: Choose Your Match — 3% or 8%, Immediate Vesting Either Way
- Delta’s 401(k): 9% Employer Contribution, 367 Funds, and a Smart Auto-Escalation Design
- Providence Health’s 100% Match on 6% and $600M Pay Raise: What Employees Need to Know
- Meta’s 401(k): 50% Match, Immediate Vesting, and $670M on the Table
- Making Sense of Mixed Signals
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 …
Portfolio Calculator (Simulator)
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Retirement Calculator
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Investment Calculator
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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 …