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Where Should You Invest In Your 401k?- Episode 107

A 401k is often looked at as a “set it and forget it” type of plan: allocate your investments, and simply make regular ongoing contributions from there.  And if you’re a young person who’s many years away from retirement, that may be a very sound way to look at it.

But while a 401k may be somewhat “think-proof,” your asset allocation within the plan is actually very important.  A young person may not want to be too conservative, while someone who’s nearing retirement may be better served with a less aggressive strategy.

Seems obvious, right?  Maybe not.  Podcast host Johnny Dean and “Professor” Rick Plum, CFP® offer some very helpful tips on what you need to know about your 401k investments on this week’s episode of Managing Your Financial Future!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal.

Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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