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How Much Should I Contribute to My 401(k)?

Posted by GuidedChoice on Sep 21, 2018 11:05:58 AM

How Much Should I Contribute to My 401(k)?: Calculating Your 401(k) Contribution

Most people have big dreams for their retirement years but aren't certain how to pay for it. The big question everyone asks is "How much should I contribute to my 401(K) account?" 

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Topics: 401(k) contribution, how much should I contribute to my 401(k), calculating your 401(k) contribution, maximize your 401(k) contribution, employer-matched contributions

Roth IRAs: The Greatest Method for Tax Efficient Investing

Posted by GuidedChoice on Sep 21, 2018 10:38:00 AM

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Topics: tax-efficient investing, tax deferred accounts, Roth IRA, qualified distributions, The Greatest Method for Tax Efficient Investing

Investor Returns: Chasing the Market Can Mean Less For Your Future

Posted by Thomas M. Anichini, CFA, Chief Investment Strategist on Sep 21, 2018 10:07:44 AM

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For all the challenges investors face when saving for retirement, one of the easiest ways they can undermine their own efforts is by chasing what’s hot – whether that means chasing certain fund categories or specific funds. One measure of the effect of investor behavior as it pertains to a particular fund is the fund’s investor return. The investor return measures how a fund’s investors performed. This article discusses why investor returns (as represented by Morningstar Investor Return™[1] (MIR)) are different from fund returns and concludes with takeaways and advice for consumers.

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Topics: Saving for Retirement, All, working retirement, investor returns, market downturn, investment loss, investing for retirement, fund returns, what returns investors expect

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