5. Enroll in your Employer 401(k)Risk level: Low to High (depending on the investments you choose)Time horizon: Long-term (10+ years)Good for: Retirement planningIf you don't have a lot of extra money to invest, taking advantage of your employer 401(k) plan is the best place to ...
. your current third-party administrator or trustee will continue to manage recordkeeping and other day-to-day activities for your plan. the program can be used to enhance any employer-sponsored retirement plan. you must already have a plan document in place before you enroll. you can also ...
if you're a vanguard client with an individual account or you have a vanguard employer-sponsored retirement plan account, you can enroll in this service. if you'd like to receive alerts by text message rather than email, you'll need to use a domestic mobile number. if there's activity ...
Vanguard requires a $3,000 minimum deposit in each account enrolled in its Digital Advisor service, which is a bit higher than the industry average. For comparison, Betterment has no minimum deposit, and Wealthfront only requires $500. If your company has a Vanguard-managed 401k plan, check t...
you can apply for extra benefits—like medicare it's nice to know you'll have support for health care costs when you stop working. the 7-month initial sign-up window to enroll in medicare starts 3 months before you turn 65.** if you enroll within 3 months of your birthday month, you...
I had an investment plan review with Vanguard in July and my goal was to see if they would advise simplifying my portfolio and give me help rebalancing my allocations now that both my spouse and I are retired (we are 51 and 56; both the advisor and I recognize that we need more stabil...
s start with benefits. before you say goodbye to your old job, take advantage of any remaining benefits so you’re not leaving anything on the table, like pensions or stock options. and of course, you’ll want to enroll in your new benefits—like the health plan, health savings accoun...