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What is the best portfolio for you?
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Which of the following best describes your current employment status?
How soon do you want to retire?
I'm not sure.
How much of your retirement income do you anticipate coming from this account?
A Fair Amount
Most / All of It
I'm not sure.
What's your level of experience with investing?
I'm educated and experienced with investing.
I'm somewhat familiar with investing.
Help! I have no idea what I'm doing.
What is your top priority for this account?
I want my account to grow but not to fluctuate.
I want my account to grow but I don't mind seeing more fluctuation.
I want my account to grow more feasible and I don't mind fluctuation.
In good markets I want my account to grow as aggressively as possible but I want to preserve in bad markets.
Upload Your Retirement Plan Investment Options
Accepted file types: pdf, xls, xlsx, doc, docx, jpg, gif, png, Max. file size: 100 MB.
Retirement plan lineups including 401(k), 403(b), 457, and 401(a).
*Please upload your current 401(k) investment options to complete your account.
Scan a retirement plan statement from your employer or screenshot options from your retirement plan login website. Still can’t figure it out? Call us at (833) 527-2848.
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