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What are the chances that your portfolio will survive through retirement? IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there—leading them to a better retirement.
A 401(k) can be one of your best tools to create a secure retirement. It provides two important advantages. First, all contributions and earnings to your 401(k) are tax deferred. You only pay taxes on contributions and earnings when the money is withdrawn. Second, many employers provide matching contributions to your 401(k) account which can range from 0% to 100% of your contributions.
The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What's your Risk Capacity? Find out right now when you take the simple 5-minute survey.
If you are a 401k plan sponsor and/or administrator, you have the right to expect a high standard of care from your 401k service providers. This checklist will help you determine if your current service providers are fulfilling the expectations you have of them of them.
As a plan participant, employees should be unequivocally concerned with the asset allocation of their retirement plan. As an employee, if your retirement plan is unknown to you or poorly performing, a visit to your HR department is in order. Attached is a letter to help get you started.
Analyze and compare multiple glide paths with IFA's Target Date Comparison Calculator all while simulating a retirement participant's plan.
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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