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How Financially Fit
Are You For Retirement?

Get answers to important retirement savings questions, discover whether an IRA (Individual Retirement Account) is right for you, and learn how to get started.

Download the workbook

This workbook will help you answer these 3 questions:

  1. 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.

  2. Is my 401(k) performance lagging?
    You'll find out how your retirement savings accounts are performing.

  3. 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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