How Do I Know What My Investment Return Is?

Some investment reports are more comprehensive and easier to interpret than others. When analyzing investment performance be sure to factor in the effect of fees and taxes. Net of fee, after tax, performance is the most relevant number. It may also be helpful to compare your performance to a benchmark. For example, if you investment primarily in large company U.S. domestic stocks, the S&P 500 would be a relevant benchmark with which to compare your performance.

401k Rollover Frequently Asked Questions

Here are some answer to your frequently asked questions regarding 401k rollovers.

401k Rollover Section Menu:

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