Personal Wealth Management / Financial Planning

401k & IRA Tips and Answers

Image of the guide

A Quick Guide to Retirement Investing

401(k)s have gained popularity among many employers. This has shifted the responsibility for securing your retirement from your employer to you. It may sound like a burden to some, but you should approach it is an opportunity. Understanding how 401(k)s work is important information any investor should know.

This guide outlines many of the fundamental considerations for selecting, investing in, and rolling your 401(k) over into an Individual Retirement Account (IRA), including:

  • The difference between traditional 401(k)s and Roth 401(k)s
  • 401(k) withdrawals and contributions considerations
  • Mutual funds and your 401(k)
  • How 401(k) rollovers work
  • Required Minimum Distributions (RMDs)
  • Cash flows, time horizon and investment objectives
  • The greatest risks to your retirement investments

If you don’t know where to start, you’re not alone. Whether you’re already retired or still building your career, we aim to answer some of the most pressing 401(k) and IRA questions.

Get your copy of 401k & IRA Tips and Answers. Click here to download this FREE guide.

Read Our Latest Market Commentary

Fisher Creek Building one and two on a sunny day with blue skies

Find a Location

Find a Fisher Investments office in your area.

A man smiling and shaking hands with a business partner

Contact Us

Learn why 130,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 3/31/2023

New to Fisher? Call Us.

(888) 823-9566

Contact Us Today