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Last week I reviewed Morningstar’s Free X-Ray Tool using my own 401(k). I believe that most people should leave their retirement accounts alone, both in terms of invading it and asset allocation within the account. I personally take a very balanced, hands off approach to my 401(k), choosing to look at my 401(k), as I Continue reading My Journey to Millions Reallocates his 401(k) After Analyzing his Portfolio August 27th, 2009 | Tags: 401(k), asset allocation, Investing, morningstar, retirment | Category: Investments | Leave a comment
 As the baby boomers get older, and we continue to hear the oft repeated saying,
We are about to experience the greatest transfer of wealth in history One of my planners recently asked my opinion about a situation – his client, a concerned parent, is about to retire and has approximately $2,500,000 in qualified Continue reading Naming a Trust as Beneficiary of an IRA |
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