January 2025 MyPlanIQ Portfolio Update
In this issue:
- 2024 Review
- Fund Analysis: Be Cautious with Options-Based Income Funds
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Expect a Bumpy Ride: Outlook for Stocks and Bonds in 2025
Health Insurance Costs Far Outpace Inflation: How to Protect Your Retirement Savings
In this issue:
- Medicare Cost Increases for 2025 & Ever Rising Health Insurance Cost
- How to Safeguard Your Retirement Savings from Increasing Health Care Costs
- Investment Return Calculators for Funds, Portfolios or Stocks
- Most Popular Stock Funds in 401(k) Plans
- Market Overview
December 2024 MyPlanIQ Portfolio Update
In this issue:
- Tactical Asset Allocation Portfolios In-Depth Update
- Fund analysis: U.S. stock momentum factor ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
The Four Essential Steps for 401(k) Investments
In this issue:
- Leaving your company: things to consider for your company 401(k) account
- The Four Essential Steps for 401(k) Investments
- How to Determine the Amount to Contribute to Maximize Your Company Match
- Thrift Savings Plan: The Largest Public Sector Workers’ Retirement Savings Plan
- Market overview: Enjoy the season but don’t be complacent
Roth 401(K): A Retirement Savings Option You Shouldn’t Ignore
In this issue:
- Retirees’ credit card debt increased!
- Roth 401(K): A Retirement Savings Option You Shouldn’t Ignore
- Traditional 401(k) vs. Roth 401(k) Calculator
- Top 15 employers with the highest employer match rate per employee
- Market overview: Year-end stock rally?