Get answers to important retirement savings questions, discover whether an IRA (Individual Retirement Account) is right for you, and learn how to get started.
This workbook will help you answer these 3 questions:
Am I paying too much in fees? You'll get a comprehensive idea of your retirement savings and the fees you’re paying as they are today.
Is my 401(k) performance lagging? You'll find out how your retirement savings accounts are performing.
Are my assets as diversified as I would like? Self-direction promotes diversification and you don't have to be restricted to preselected funds in your 401(k).
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Download the workbook to learn if an IRA is right for your retirement savings
Entrust educated me about how to invest my qualified assets in powerful new ways. Since then I've diversified some of my assets away from traditional stocks and bonds. The result has been outsized gains with very efficient tax treatment.