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Retirement Plans
401(k), 403(b), IRAs
Comprehensive retirement benefit information like contribution limits, tax advantages, investment options, and employer matching on popular retirement options:
- work place 401(k) and 403(b) plans
- deferred compensation 457 plans
- annuities
- college savings 529 plans
We have the most comprehensive database for individual plans. We also provide investment model portfolios customized to a plan’s available investment options and tailored to a participant’s personal risk profile.
Stay informed and make sound decisions about your financial future with our detailed insights on Retirement Plans.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” locked=”off”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”/invest/showallplan/” button_text=”Browse List of Retirement Plans” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#72b900″ button_border_color=”#FFFFFF” button_border_radius=”24px” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”/LTISystem/investor__401k-investors.action” button_text=”Example Plans with Investment Model Portfolios” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#72b900″ button_border_color=”#FFFFFF” button_border_radius=”24px” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row module_class=”divi-portable-row” _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||0px|||” global_module=”637338″ saved_tabs=”all” global_colors_info=”{}” locked=”off”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#FFFFFF” min_height=”52px” custom_margin=”||17px|||” custom_padding=”||4px|||” locked=”off” global_colors_info=”{}”]
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan …
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[/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.21.0″ _module_preset=”default”][et_pb_column _builder_version=”4.21.0″ _module_preset=”default” type=”4_4″][et_pb_divider _builder_version=”4.21.0″ _module_preset=”default” divider_weight=”2px” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_divider][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row” _builder_version=”4.9.7″ _module_preset=”default” min_height=”191.4px” custom_padding=”14px||15px|||” global_module=”637339″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#FFFFFF” custom_margin=”||1px|||” custom_padding=”||6px|||” global_colors_info=”{}”]Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
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Articles on Retirement Plans
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.21.0″ _module_preset=”default” background_color=”#f0f0f0″ max_width=”2560px” custom_padding=”2px||24px|||” global_module=”637368″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blog posts_number=”9″ include_categories=”12965″ show_thumbnail=”off” use_manual_excerpt=”off” show_author=”off” show_date=”off” show_categories=”off” show_excerpt=”off” show_pagination=”off” show_thumbnail_tablet=”” show_thumbnail_phone=”off” show_thumbnail_last_edited=”on|phone” hover_icon_last_edited=”off|desktop” _builder_version=”4.21.0″ _module_preset=”default” header_level=”h3″ header_font=”||||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”18px” body_text_color=”#0C71C3″ z_index=”0″ text_orientation=”left” module_alignment=”center” custom_margin=”0px||-15px||false|false” custom_padding=”20px|20px|0px|20px|false|false” border_width_all=”4px” border_width_bottom_fullwidth=”2px” border_color_bottom_fullwidth=”#0C71C3″ border_style_bottom_fullwidth=”dotted” global_colors_info=”{}” custom_css_pagenavi__hover_enabled=”on|desktop”][/et_pb_blog][et_pb_button button_url=”/invest/category/retirement-plan-401k-ira” button_text=”More on retirement plans” button_alignment=”center” _builder_version=”4.21.0″ _module_preset=”default” custom_button=”on” button_bg_color=”#72b900″ button_border_width=”0px” button_border_radius=”3px” button_font=”|700|||||||” custom_margin=”2px||21px|||” custom_padding=”3px||5px|||” box_shadow_style=”preset1″ global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.7″ _module_preset=”default” custom_padding=”26px||18px|||” global_module=”637778″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” custom_css_before=”||” custom_css_main_element=”||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_cta title=”Puzzled on what to invest?” button_url=”/invest/get-started-now” button_text=”Get Started” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_line_height=”1.2em” body_font_size=”18px” body_line_height=”0.5em” background_color=”#31995b” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#72b900″ button_border_width=”0px” button_border_radius=”24px” button_alignment=”left” button_custom_margin=”-22px||11px||false|false” button_custom_padding=”||6px||false|false” min_height=”325px” custom_margin=”||2px||false|false” custom_padding=”||0px|||” border_radii=”on|25px|25px|25px|25px” box_shadow_style_button=”preset1″ locked=”off” global_colors_info=”{}”]
- 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
[/et_pb_cta][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_cta title=”Looking for ideas to generate income?” button_url=”/invest/fixed-income-investments/” button_text=”Click for tips and plans for income” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_line_height=”1.2em” body_font_size=”18px” body_line_height=”0.5em” background_color=”#00995b” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#72b900″ button_border_width=”0px” button_border_radius=”24px” button_alignment=”left” button_custom_margin=”-22px||11px||false|false” button_custom_padding=”||6px||false|false” min_height=”325px” max_height=”375px” custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” border_radii=”on|29px|29px|29px|29px” box_shadow_style_button=”preset1″ global_colors_info=”{}”]
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
[/et_pb_cta][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.21.0″ _module_preset=”default” background_color=”#f0f0f0″ custom_padding=”37px||25px|||” global_module=”637780″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.21.0″ _module_preset=”default” background_color=”#f0f0f0″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Portfolio Calculator (Simulator)” url=”/invest/portfolio-calculator-simulator/” use_icon=”on” font_icon=”||fa||900″ _builder_version=”4.21.0″ _module_preset=”default” header_text_align=”center” header_font_size=”20px” text_orientation=”center” min_height=”230px” link_option_url=”/invest/portfolio-calculator-simulator/” global_colors_info=”{}”]Enter fund allocation and get a back test permance result of this ‘lazy’ portfolio.[/et_pb_blurb][et_pb_blurb title=”Retirement Calculator” url=”/invest/retirement-calculator-2″ use_icon=”on” font_icon=”||divi||400″ _builder_version=”4.21.0″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”center” header_text_color=”#0C71C3″ header_font_size=”25px” background_color=”rgba(232,232,232,0)” text_orientation=”center” custom_margin=”|||0px|false|false” link_option_url=”/invest/retirement-calculator-2″ border_radii=”on|25px|25px|25px|25px” saved_tabs=”all” global_colors_info=”{}”]
See how much you can save for retirement.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Customize Asset Allocation Portfolios” url=”/invest/get-started-now/” use_icon=”on” font_icon=”||fa||900″ _builder_version=”4.21.0″ _module_preset=”default” header_text_align=”center” header_font_size=”20px” text_orientation=”center” min_height=”230px” link_option_url=”/invest/get-started-now/” global_colors_info=”{}”]
Build a model portfolio with strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
[/et_pb_blurb][et_pb_blurb title=”Investment Calculator” url=”/invest/investment-calculator-2/” use_icon=”on” font_icon=”||divi||400″ _builder_version=”4.21.0″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”center” header_text_color=”#0C71C3″ header_font_size=”25px” body_font_size=”18px” background_color=”rgba(232,232,232,0)” text_orientation=”center” custom_margin=”|||0px|false|false” link_option_url=”/invest/investment-calculator-2/” border_radii=”on|25px|25px|25px|25px” global_colors_info=”{}”]
Grow your wealth and see the power of compounding
[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”5px|||||” global_colors_info=”{}”][et_pb_row module_class=”divi-portable-row” _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”||0px|||” global_module=”637338″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#FFFFFF” min_height=”52px” custom_margin=”||17px|||” custom_padding=”||4px|||” locked=”off” global_colors_info=”{}”]
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan …
[/et_pb_text][et_pb_code _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]
[/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”/invest/showallplan/” button_text=”Browse List of Retirement Plans” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#72b900″ button_border_color=”#FFFFFF” button_border_radius=”24px” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”/LTISystem/investor__401k-investors.action” button_text=”Example Plans with Investment Model Portfolios” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#72b900″ button_border_color=”#FFFFFF” button_border_radius=”24px” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]