Artwork

Content provided by Blue Chip Partners, LLC, Blue Chip Partners, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Chip Partners, LLC, Blue Chip Partners, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Target Date Funds: Optimal Choice for Retirement Savings or Just Another Option?

8:44
 
Distribuie
 

Manage episode 433049267 series 3563447
Content provided by Blue Chip Partners, LLC, Blue Chip Partners, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Chip Partners, LLC, Blue Chip Partners, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Watch this clip on YouTube here, or watch the video of the entire episode here!

Audio of this entire episode is available here!

The standard 401(k) plan offers a limited menu of mutual funds. If you haven’t looked at your 401(k) in a while, things might have changed. You can even self-direct your 401(k) outside of that standard mutual fund chassis if you have brokerage link options in your workplace retirement plan.

This is a clip from the full episode Company Retirement Plan Strategy for Long-term Success. Understanding Traditional vs. Roth 401(k) plans watch it here >

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111

Helpful Links-

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/

Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

  continue reading

60 episoade

Artwork
iconDistribuie
 
Manage episode 433049267 series 3563447
Content provided by Blue Chip Partners, LLC, Blue Chip Partners, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Chip Partners, LLC, Blue Chip Partners, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Watch this clip on YouTube here, or watch the video of the entire episode here!

Audio of this entire episode is available here!

The standard 401(k) plan offers a limited menu of mutual funds. If you haven’t looked at your 401(k) in a while, things might have changed. You can even self-direct your 401(k) outside of that standard mutual fund chassis if you have brokerage link options in your workplace retirement plan.

This is a clip from the full episode Company Retirement Plan Strategy for Long-term Success. Understanding Traditional vs. Roth 401(k) plans watch it here >

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111

Helpful Links-

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/

Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

  continue reading

60 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință