Are Your Family’s Retirement Plans Fighting Each Other?

Are your retirement plans fighting with each other?

How many retirement accounts do you and your spouse have? Do you both have Roth IRAs and a 401k retirement plan at work? Or, old ones from a former job? You may find out after closer inspection that your separate plans do not mesh well with each other. In fact, you may find yourself poorly diversified with a lot of fund overlap if you are not too careful. You may want to add several checks to your annual investing portfolio rebalancing this year to synchronize your entire family’s retirement plans. Here are some things to consider. Look at Your Family as a Whole One of the best ways to synchronize your entire family’s retirement planning is to look at the … Read more