401k Rollover Advice

401k Rollover Advice

My Rollover Checklist

  • Review the fees in your 401(k) plan or 403b
  • Review the fund lineup in your 401k
  • Check if there are enough choices to offer retirement income security
  • Calculate your retirement risk tolerance score
  • Compare your score with your current 401(k) or 403b allocation
  • Recommend if you should leave your 401(k) or 403b in your plan or roll it over it to an IRA
  • Design your retirement portfolio in either your 401(k), 403b or rollover IRA using your retirement risk tolerance and income goals

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