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More good-info in Employees
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Employees
| In a nutshell your choices include IRA; Roth IRA; tax-deferred annuity; taxable investment account |
Employer investment plans.
If your company offers a plan, you can buy through it. If the selections don't match your optimized portfolio it's okay. If you can afford it, rebalance by opening accounts you manage. Then balance all your investments.
Options include an IRA; Roth IRA; tax-deferred annuity; taxable investment account.
Where to go: get plan information from your personnel, HR or benefits department and enroll.
Vehicle selections will vary depending on your employer's plan and how you are affected by tax laws. It's usually a good idea to exhaust tax-deferred & tax-free opportunities first. If you have a question, talk to your tax advisor.
Accounts you manage.
Options include an IRA; Roth IRA; tax-deferred annuity; taxable investment account.
Where to go: Options include: 1) RetireMite™ and a discount broker 2) broker, bank, credit union 3) a financial planner 4) deal direct with a company rep 5) one of the low-cost fund companies. What to do: Tell the provider about the vehicle (if you know which) and amount you are investing. They'll help you make selections that fit your profile & optimized portfolio.
Then get organized - print the RetireMite™ accounts report, your risk profile, and the latest account statement for any account which you may be ' rolling' funds in from.
Maintain all your retirement accounts
in one place with 
RetireMite™. It
automatically checks all your investments with your balanced portfolio model.
Get easy-to-understand graphs and printed reports of all your holdings. It's
quick and easy.
RetireMite